Protect the Future of Your Business and Your Retirement

If you’re a business owner, your company is likely one of your largest assets. We help you plan for an eventual exit—on your terms.

We help business owners with:

• Succession planning strategies

• Business continuity goals

• Integration with retirement and estate planning

• Transition planning for partners or family members

Leave your business in good hands—and retire with confidence.

Key Person, Buy-Sell & Cross Purchase Plans

We help business owners mitigate financial risk by putting protection in place for essential roles and ownership transitions.

We offer planning for:

• Key Person Insurance – protect your business if a critical team member becomes disabled or passes away

• Buy-Sell Agreements – ensure smooth ownership transitions

• Cross Purchase Plans – structure ownership transfers between partners

Safeguard your business with the right strategies—before you need them.

SEPs & SIMPLE Plans

Smart Retirement Planning for Small Businesses.

If you’re self-employed or running a small business, SEP and SIMPLE IRAs offer flexible, tax-advantaged retirement savings solutions for you and your employees. We help you weigh the options and set up the plan that fits your goals.

We can assist with:

• Plan setup and administration

• Contribution strategies

• Employee education

• Compliance and IRS guidelines

Grow your business — and your retirement nest egg — at the same time.