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Business Owner

Your Company Faces A Variety Of Concerns With Regards To Your Business Needs.

Our suite of services allows business owners to focus on their business by creating a comprehensive approach to the services your business needs.  More importantly, we work as fiduciary advisors, always putting the needs of your company above all else.  As an independent financial services firm, we are not held captive to particular support companies, enabling you to select the best option for your most critical asset your business possess, your employees.  

We provide business owner financial planning, investment management including concentrated equity positions, ways to maximize stock options, executive benefits, business succession planning, tax planning, captive insurance, key employee protection, buy/sell agreements, disability buy-out as well as retirement plans services including: traditional and Roth 401(k), profit sharing, Defined Benefit, Comparability, non-qualified. ESOP, Executive Bonus Plans, SIMPLE/SEP IRAs and more.

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