Business Protection Planning

  • Business evaluation
  • Buy-sell strategies
  • Buy-sell funding options
  • Key employee insurance

Closely Held Family Business Planning

  • Multi-generational dynamics
  • Succession planning
  • Estate equalization planning

Employee Benefits Planning

  • Group insurances-life, disability income, LTC, medical
  • Pension and profit sharing plans
  • 401(k), Simple IRA, SEP IRA
  • 403(b), TSA and custodial accounts
  • Deferred compensation plans
  • Executive bonus plans
  • Split dollar arrangements