Retirement Plans

Employers understand their role in helping employees save for retirement. The fiduciary responsibility and expenses associated with offering a solid plan demand periodic review of the investment lineup, plan administration, and service providers. We have over 30 years of experience working with small business plans.

  • 401(k) and Retirement Plans
  • SEPs
  • Profit Sharing

Employee Benefits (Group Medical Plans)

Employee benefits can represent more than 30% of your payroll expense. It makes sense to have an independent, experienced benefit professional on your team.  

Employer-Sponsored Plans

  • Dental
  • Life/AD & D
  • Disability Income
  • Cancer and Critical Illness

Business Owner Planning

  • Contingency Planning
  • Exit Planning Strategies