Business Planning
Your business isn't separate from your financial life—it’s part of it. We help integrate your professional and personal goals into a unified plan that’s efficient, strategic, and future-ready.
We can help with:
Establishing a qualified retirement plan (401(k), SEP IRA, SIMPLE IRA)
Designing group benefits for owners and employees (life, disability)
Funding multi-owner buy/sell strategies
Using insurance strategically for loan collateral or financing
Implementing deferred compensation plans, including Cash Balance or Pension plans
Liquidity strategies for a business sale or other financial milestones
Addressing disability income needs for owners
Supporting wealth transfer and estate tax planning through life insurance
We begin by understanding your business model, your role in it, and how it ties into your broader goals. From there, we design and implement solutions that align your tax strategies, retirement vision, and succession plans. Your business strategy evolves with your goals—whether you’re planning an exit, securing continuity, or building generational wealth.
Business Planning
Your business isn't separate from your financial life—it’s part of it. We help integrate your professional and personal goals into a unified plan that’s efficient, strategic, and future-ready.
We can help with:
Establishing a qualified retirement plan (401(k), SEP IRA, SIMPLE IRA)
Designing group benefits for owners and employees (life, disability)
Funding multi-owner buy/sell strategies
Using insurance strategically for loan collateral or financing
Implementing deferred compensation plans, including Cash Balance or Pension plans
Liquidity strategies for a business sale or other financial milestones
Addressing disability income needs for owners
Supporting wealth transfer and estate tax planning through life insurance
We begin by understanding your business model, your role in it, and how it ties into your broader goals. From there, we design and implement solutions that align your tax strategies, retirement vision, and succession plans. Your business strategy evolves with your goals—whether you’re planning an exit, securing continuity, or building generational wealth.
