Business Owner Solutions
Executive Benefits
Succession Planning
Key Person Insurance
Payroll, Benefits and HR
Funding Buy-Sell Agreements
Employer-Sponsored Plans - 401(k), 403(b)
Pension Plans - Defined Benefit, Cash Balance
Funding Deferred Compensation
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
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Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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