Business Owner

Our suite of services allows business owners to focus on their business. We provide business owner financial planning, investment management including concentrated equity positions, ways to maximize stock options, executive benefits, business succession planning, tax planning strategies, captive insurance, key employee protection, buy/sell agreements, disability buy-out as well as retirement plans services including: traditional and Roth 401(k), profit sharing, Defined Benefit, Comparability, non-qualified. ESOP, Executive Bonus Plans, SIMPLE/SEP IRAs, and more.