Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
  
 

Your Future, Our Focus...Since 1994

Business Needs

We offer services unique to your individual Business Needs from qualified plans and group benefits to key employee retention incentives to business succession planning and income protection.

If you’re a business owner wishing to incent employees, we can help:Provide a Simple plan for your employees, 401k education, create a deferred compensation plan and explore other incentive options
If you’re a business owner interested in retaining key employees, we can help:Create a Key Employee Incentive program to retain valuable employee
If you’re a business partnership, we can help:Create Buy/Sell agreements to manage in succession planning challenges

Potential Solutions

Qualified Plans401k, Simple, SEP‐Self Employed, Solo 401k, 403B, 457 Plans
Selective BenefitsDeferred Compensation, Split Dollar, 162 Bonus
Business Succession PlanningBuy‐Sell Agreements
Key Employee IncentivesRetention/Protection of valuable employees
Income ProtectionBusiness Overhead, Qualified Sick Pay
Group BenefitsMedical, Life, Short/Long Term Disability, Dental