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Wealth Management Consulting for Business Owners

Business ownership brings a unique set of financial planning challenges, especially when it comes to navigating the line between your business and personal financial plans.

Business Planning Needs

As your personal financial planning and business planning needs change over time, we have the expertise to help you plan for those changes.

Start-up Survival
  • Group Medical Plan
  • Basic Group Life Insurance
  • Buy-Sell Agreement
  • Key Management Insurance
Growth and Expansion
  • Group Disability Insurance
  • Bonus Plan Distribution
  • Salary Continuation Plan
  • Increased Group or Individual Life Insurance
  • Profit Sharing 401(k)
  • Incentive Deferred Compensation
  • Qualified Pension Plans
  • Selective Supplemental Pension Plans
  • Split Dollar Plans
  • Advanced Estate Planning for Key People
  • Personal Financial Planning
Transfer of Management Control
  • Gifts of Stock to Family Members
  • Employee Stock Ownership Plan
  • Merger, Acquisition or Going Public*
  • Stockholder Retirement
  • Lifetime Sale of Business

*Referrals to external partners to access merger & acquisition and going public services.

Our client retention rate speaks for itself. We believe our clients come to us, and stay with us, because of our team-based approach to wealth management.

Average annual retention rate—January 1, 2010, through December 31, 2018—based on client households with assets greater than $100K in our existing offices.

Get your customized retirement plan.

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