Employee Retention
- Group Health, Life, Disability, Vision
- Employer Sponsored Plans
- 401(k), Simple IRA, SEP IRA, etc.
- Employee Stock Purchase Plans
- Defined Benefit Plans
Insurance
- Buy-Sell Agreements
- Cross-Purchase Agreements
- Key Person Insurance
Consulting
- Tax Planning
- Exit Planning
- Acquisitions
- Industry Hedging
When it’s time to transition from managing your business to retirement, we are there to help guide you through the process by gathering information and asking the right questions. Through careful and intentional planning, we help give you peace of mind so you can truly enjoy the fruits of your labor.
