BUSINESS PLANNING

We know every business is different so we start by getting to know your business and you first. Whether you're looking to protect what you've built, retain top talent or recruit new employees, we've got you covered.

Our business planning services look at the entire financial situation of your businss.  Below is a list of topics we may cover during the process:

YOUR BUSINESS

  • Risk mangement for closely held businesses
  • Compensation planning
  • Business transfer strategies
  • Business continuation
  • Financial wellness
  • Key person protection

YOUR EMPLOYEES

  • Retirement plans 
  • Group benefits
  • Key employee benefits 

YOUR LIFE

  • Business owner strategies 
  • Disability Income protection 
  • Legacy and estate planning