Business Planning

Small Business Planning


One of the core concerns employers have is:

How do I take care of my employees?




Taking care of your employees:

With the right benefits package, you become the company prospective employees want to work for and, along with current employees, the ​company they don't want to leave!

The foundation for this starts with a retirement program. There are various types of a retirement plan with the 401(k) being the most familiar. Because of its flexible design, the 401(k) can be designed to promote responsible retirement savings habits for employees and favorable tax treatment for business owners. 

What employers want in a 401(k) plan:

  • don't want to have to become 401(k) experts to run their plan

  • don't want to be at risk

  • don't want fines or penalties

  • don't want to overpay

  • don't want anything less than the best 

What Employers need in a 401(k) plan


Easy to Administer

Our program performs nearly 99% of the administrative duties required for a company to offer a 401(k) to their employees. This removes the administrative burden from company employees and executives so you can focus on what’s most important — running your business

You don't want to be a 401(k) expert.

Business Focus Areas (click each focus area to learn more)
Practice Areas
  • 401(k) & 403(b)

  • Pensions

  • Cash Balance Plans

  • HSA

  • Financial Education

  • 1 on 1 Meetings

  • Group Meetings

  • Wellness

  • Executive Bonus

  • Deferred Compensation

  • Stock Options

  • Key-Man Planning

  • Buy/Sell Planning

  • Business Exiting

  • Family-Owned

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