Business Owners

We can help you design Succession Plans, Deferred Compensation Arrangements, and Qualified Retirement Plans.  What would happen to your business if something unforeseen occurs to you, a co-owner, or a key employee? 

There are steps you can take to help mitigate these risks which may threaten the viability of your business and your family legacy.  Have you thought about how much you need your business to be worth to maintain your current lifestyle in retirement? 

There are strategies to help you build assets outside the business so you aren't solely dependent on the business to fund your retirement. Do you have a plan to attract and retain top talent? Our institutionally priced solutions can offset the costs associated with employee benefit programs and help manage business risks associated with the loss of highly compensated key employees and serve as a tax-efficient balance sheet asset.