Site Content

To be competitive in today's business world, our business needs to be an attractive place to work. In a recent survey, employees said the number one thing they look for help from their employer with is a way to save for retirement. Many plans are not ideal for a small business, but we can design a unique, customized plan to fit your goals, budget, and needs. A small business plan should not only be good for the employees, but for the owners as well

If you have key managers or employees in your organization whose loss would create a serious financial burden, you should need to explore key person insurance. 

Losing an important part of the team to illness, injury, or death can cause lost revenue, recruiting costs, etc. Planning ahead can be much more cost effective and help mitigate the financial risks.

Planning for the day when you cannot or choose not to work in the business anymore can be complicated. We can help explore options for passing the business onto the next generation of ownership.

Many small business partnerships fail to plan for the unexpected loss of a partner. Without a proper plan in place and a funding mechanism to buy out a deceased owner's family, the surviving partners and business can be put in serious jeopardy. We can help you design a plan complete with life insurance to insure the continuance of the business and financial health of the partners as well as the family of the deceased.

Want to be sure you retain your most important employees? We can help design a financial incentive plan to keep make your company the most attractive option for them.

We can design a suite of group benefits from life insurance, disability, and even some small group health plans to keep your business and your team financially healthy.