You’ve worked hard to establish a thriving business. Protect it with cost effective insurance and benefit solutions for you and your employees. Preserve it by developing a financial strategy to help ensure the continued growth of your business.

We can help you take the steps necessary to solve the financial issues you face and help create flexible benefit solutions to attract and retain key employees. Our focus is to create solutions for business owners in the following areas:


à Qualified Plans




¨ 401(k), Solo 401(k)

¨ Defined Benefit Plans

¨ Traditional and 412 Plans


à Non-Qualified Deferred Compensation


¨ Executive/Key Person Retirement Benefits

¨ Supplemental Executive Retirement Plans (SERP)

¨ Corporate Owned Life Insurance (COLI)

¨ IRC Section 162 Bonus Plans


à Benefit Programs


¨ High Deductible Health Care Plans

¨ HealthCare Savings Accounts (HSA)

¨ Business Overhead Expense Disability (BOE)

¨ Workman’s Compensation

¨ Disability Income Insurance Group Life Insurance


 à Business Dissolution


¨ Buy-Sell Agreement Funding

¨ Key Man Indemnification


à Minimization of Income Taxes


¨ All of the above will have some effect on taxes