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Business Clients

“Helping attract and retain key employees”

You know what it takes to build a successful business. It takes vision, execution and a strong will to succeed. If you are like most business owners, you’ve worked hard and made many sacrifices to grow your business. That’s why you should put just as much energy into protecting it as you did building it.

Ask yourself these important questions:

  • Do I have a plan for my business when I retire?
  • Is my business capable of continuing its success in the event of my or my partner’s untimely death or disability?
  • Is my family adequately protected if something were to happen to me?
  • Have I done everything I can to attract, retain and reward the key employees that are critical to my business?

If you answered "no" to any of these questions, you may want to consider implementing a formal business planning strategy. Proper planning can help you protect your business, attract and retain key employees, and help ensure that your business transfers in the manner in which you choose.

No business plan is complete without a financial strategy for the unexpected. Start by exploring all your protection options. Then develop a long-term strategy that can help protect the continuity of your business should you, a partner, or key employee decide to retire, leave the business, or unexpectedly dies or becomes disabled.

Most business owners spend the majority of their time working in their business instead of on their business. We can help protect your business to ensure its long-term success. We offer a range of executive and corporate benefit services to keep your business healthy, wealthy and wise.


  • Key Man Insurance
  • Disability Buy-Out
  • Overhead Expense Insurance
  • Buy-Sell Life Insurance
  • 401(k) Advisory Services
    Assist in selection of: TPA, 401k platform, and enrollment process
  • 403(b) Advisory Services

    Assist in selection of: TPA, 401k platform, and enrollment process
  • Deferred Compensation
  • Section 162 Bonus Plans
  • Selective Executive Retirement Plans (SERPs)
  • Group Benefits
    • Group Life Insurance
    • Group Short Term Disability Income Insurance
    • Group Long Term Disability Income Insurance


  • Buy-Sell Funding Evaluation
  • Executive Benefit Planning
  • Employee Benefits Programs
  • Succession/Transition Planning


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