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Business Planning & Consultation

We work with business owners to organize and develop written plans to help remedy issues and concerns, such as succession planning, executive benefits strategies, and employee benefits.

  • Executive Benefit Strategies
    • 162 Leverage Bonus
    • 409a Plans
    • LTC Carve Outs
    • DI Carve Outs
  • Qualified Plan
    • 401K Profit Sharing
    • 403b
    • SEP
    • SIMPLE
    • Solo 401k
    • Cash Balance
    • Defined Benefit
  • Business Continuation
    • Entity Purchase
    • Cross Purchase
    • Trusteed Plan
    • Wait and See
    • SERP Buyout
  • Group Benefits
    • Life
    • DI
    • LTC Health