Small Business And Corporations

Plans for you and your business

Our process starts with you and your business - where you are today and where you want to be. We want to understand what is important to you, your business, and your employees.

You may have clearly defined goals in your mind or, you may not have seriously considered some aspects about your future and that's ok! We will walk you through many aspects of your financial life to understand the plans you have already made and where we can add value. We will present you with solutions and recommendations and then help you implement them.

Employer Sponsored Retirement Plans

There are many retirement plans to choose from! We can help you choose the best structure and design to fit your business needs. If plan implementation includes other providers, we will act as the quarter-back so you can continue with your day-to-day. Our team will also spend time with your employees to help them feel comfortable and empowered to make the right decisions for their future. Some of our services include:

Plan Design
Investment Policy Statement
On-going Investment Monitoring & Recommendations
Model Portfolios
Quarterly Performance Reporting
Participant Education
Benchmarking Services
ERISA section 3(21) co-fiduciary

Taxes

Taxes can take a large portion of your business profits. We can help you with strategies aimed at reducing your tax liability and increasing the amount of profit that you and your employees can share. If you could share the profit with your employees, or send it to the IRS, which would you choose? Some of the services we offer are:

Type of Entity Selection
Ownership Compensation packages
Profit Sharing Strategies
Buy vs. Lease comparisons

Investments

We find that business’ tend to keep large amounts of cash in their accounts. As business owners ourselves, we have the mindset that our dollars should be productive. We can help determine immediate cash reserve needs and create strategies to help put your money to work. Some of the services we offer are: We find that business’ tend to keep large amounts of cash in their accounts. As business owners ourselves, we have the mindset that our dollars should be productive. We can help determine immediate cash reserve needs and create strategies to help put your money to work. Some of the services we offer are:

Corporate Investment Accounts
Short-term Cash Management Strategies
Securities-backed Lending

Succession Planning

Whether you are looking to retire and sell your business, our you are looking to create a strategy for your business’ continuation if you were to be hit by the proverbial bus, we can help you gather the resources and put the right tools in place. Some of the services we offer are:

Buy/Sell Agreements Consultation and Funding
Key-Person Insurance
Taking the Business to Market
Employee-Stock Ownership Programs