Employee Benefits Plans

We design, implement and manage all forms of benefit plans for our clients. The list includes life, disability, medical, dental, vision, and all forms of voluntary benefits.

Retirement Plans

We design and implement all forms of retirement plans including pension plans, profit sharing plans, 401k plans, and cash balance plans. For executives we design and manage split dollar life insurance plans, and nonqualified deferred compensation plans.

Corporate Owned Life Insurance

We work with over 50 life insurance companies to provide the appropriate policy for funded buy and sell plans, key person insurance, insurance funded supplement retirement plans and split dollar life insurance plans.

Succession Planning

We work with business owners to develop the appropriate strategies to have an orderly transfer of ownership. Some of the techniques include, outright purchase, ESOP, and limited partnership.

Property and Casualty Insurance

We help clients avoid risk by designing the insurance program that provides proper coverage at a reasonable price. Coverage includes general liability, property, business interruption, workers compensation, Errors and Omissions, and bonding.

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