Life Insurance

Life insurance is an essential part of any long-term business strategy. We help provide insurance plans including key person, business continuity, buy-sell agreements, and group life benefits.  

Disability Income Insurance

Business overhead expense (BOE) insurance allows a business owner to keep the doors open if they’re injured or too ill to work. Guaranteed standard issue (GSI) insurance provides additional disability insurance protection for groups of employees. 

HEALTH INSURANCE

Along with our strategic partners, we gladly provide health insurance coverage for companies of any size and with any number of part-time or full-time employees. 

GROUP BENEFITS 

A comprehensive benefits package is key to maintaining low employee turnover. These benefits will add unmatched value to your company and its employees.  

Deferred Compensation Plans*

Our financial professionals can tailor a plan to reward key employees and other executives with additional retirement strategies that work on top of the contribution limitations caused by traditional employer sponsored retirement plans.

Key Employee Retention*

Finding ways to reward and retain key employees is a must for today’s business owner.  A retention plan can be designed to provide additional bonuses for employees in addition to traditional income strategies.

Retirement Income*

Qualified retirement plans such as 401(k)s and pensions are only part of the story. We can also help small employers and the self-employed provide for themselves while reducing personal and business taxes. 

Wealth Accumulation & Asset Management**

Company assets can often benefit from sound investment recommendations. We’ll proudly offer customized advice and strategies designed for your business’s unique needs, goals, and timeline.