For Business Owners

Owning your own business can be a great way to create wealth and an independent lifestyle. However, it can present its own set of challenges.

  • What type of retirement plan should I offer?
  • What if I or a key employee becomes disabled or dies?
  • How can I sell or pass on the business?

We have experience helping clients answer these questions, and we can help you too.  We have access to specialists in 401(k), key employee insurance, and estate planning strategies. In addition, we can work closely with your CPA, attorney, and other advisors to craft a strategy that addresses your needs.