Business owners are faced with a unique set of challenges, regardless of company size. The goal is simple – providing a meaningful benefit package to attract and retain employees, as well as minimizing personal tax burdens on their own income and retirement plans. This requires a keen understanding of the IRS code, in addition to adherence to Department of Labor rules and regulations. We strive to address the unique goals and needs of every business owner through a comprehensive array of services.

401(k) Maximization Three Way Analysis
Costs & Fees Benchmarking
Current plan investment review
Fiduciary liability review
Tax Reduction & Minimization Planning
Defined Contribution Plan Analysis
Combination Plan options
Fully Insured Defined Benefit Plans
Death/Disability Ramification Study
Post-Retirement Health Plan
Supplemental Retirement Income Plan
Executive Bonus Plans
Succession & Financial Estate Planning
ESOP Exit Strategy
Estate Tax Minimization