FINANCIAL

Financial Services for Businesses

You and your employees work hard every day. We believe hard work should be rewarded. The professionals in our Financial Services division can develop strategies to help your money work hard for you. We also build programs for your employees, so they feel appreciated, and are motivated to keep your business growing.

Our financial products include:

      • 401(k) Plans
      • 403(b) Plans
      • Profit Sharing Plans
      • Defined Benefit Plans
      • Money Purchase Plans
      • Non-Qualified Deferred Compensation Plans
      • Business Key Man Evaluation and Funding
      • Executive Compensation
      • Key Person / Executive Compensation Reviews
      • Business Succession Planning

Our financial services include:

      • Retirement Plan Audits
      • Vendor Search and Selection
      • Investment Performance Monitoring and Benchmarking
      • Employee Education and Communication
      • Fee Analysis with Benchmarking
      • Benefit Benchmarking
      • Buy / Sell Reviews
      • Business Buy-Sell Analysis and Funding