Broker Check

Corporate Consulting & Business Advisory Services

We pride ourselves on the comprehensive and proactive client-focused customer service we provide directly to our business clients, and to our clients through the businesses they represent.

The needs and goals of business owners along with their executives and employees are addressed through customized compensation and benefit plan designs that fit within each client’s unique culture and business environment. 

We actively collaborate with our business clients’ internal resources, external tax and legal advisors, and plan providers and administrators when implementing new plans and programs, while supporting existing plans as we move forward together.

Core Objectives:

  • Protect and grow your business
  • Attract, incentivize, reward & retain top talent
  • Emphasize performance-pay & rewards constructs vs entitlements
  • Align the needs and goals of employees with the vision and objectives of owners, boards and management

Business Advisory Services:

  • Entity Planning
  • Short-Term Compensation, and Intermediate & Long-Term Incentive Planning
  • All Defined Contribution Plans including SIMPLEs, SEPs, 401ks and Profit Sharing Plans
  • Defined Benefit Pension Plans
  • Fiduciary (i.e./ advice and/or discretionary services) & Non-Fiduciary (i.e./ education) Services
  • Corporate 529 College Savings Plans
  • Elective-based / Voluntary programs and Supplemental Insurance Plans
  • Multi-Life Long Term Care (LTC) & Disability Insurance (DI) Plans
  • 409(a) Deferred Compensation Plans (DCPs)
  • Supplemental Executive Retirement Plans (SERPs)
  • After-Tax Insurance Based Retirement Plans
  • Captive Insurance Company review, implementation and support services
  • Buy/Sell Planning & Key Man Life Insurance
  • Business Continuation Planning

Our Competitive Advantage:

  • An independent, holistic, proactive and comprehensive approach to serving our business clients
  • A team of advisors with over 50 years of licensed experience in the financial services industry with the most respected designations and credentials in our fields
  • A unique ability to work with clients’ internal resources and external advisors, as well as our network of local, regional and national industry professionals and experts, when needed
  • Advanced technology and software with the ability to consolidate compensation and benefits into a personal plan for the participant(s) with the objective to re-enforce the benefits and forecast future cash flow, assets, tax and retirement needs & goals