Corporate Clients

You know what it takes to build a successful business. It takes vision, execution and a strong will to succeed. If you are like most business owners, you’ve worked hard and made many sacrifices to grow your business. That’s why you should put just as much energy into protecting it as you did building it.

Ask yourself these important questions:

Have I done everything I can to attract, retain and reward the key employees that are critical to my business? If you answered "no" to any of these questions, you may want to consider implementing a formal business planning strategy. Proper planning can help you protect your business, attract and retain key employees, and help ensure that your business transfers in the manner in which you choose.

No business plan is complete without a financial strategy for the unexpected. Start by exploring all your protection options. Then develop a long-term strategy that can help protect the continuity of your business should you, a partner, or key employee decide to retire, leave the business, or unexpectedly dies or becomes disabled.


  • Buy-Sell Funding Evaluation
  • Executive Benefit Planning
  • Employee Benefits Programs
  • Succession/Transition Planning


  • Key Man Insurance
  • Disability Buy-Out
  • Overhead Expense Insurance
  • Buy-Sell Life Insurance
  • 401(k) Advisory Services
  • Assist in selection of: TPA, 401k platform, and enrollment process
  • 403(b) Advisory Services
  • Assist in selection of: TPA, 401k platform, and enrollment process
  • Deferred Compensation
  • Section 162 Bonus Plans
  • Selective Executive Retirement Plans (SERPs)
  • Group Benefits
  • Group Life Insurance
  • Group Short Term Disability Income Insurance
  • Group Long Term Disability Income Insurance

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