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Business Owners

We provide options for small and large businesses and business owners. Our wide range of planning and consulting services include employee benefits planning, business tax planning, and business disposition and continuation planning. We help businesses establish and improve the company retirement plan; plan and implement risk management programs for the business, and implement executive benefits programs.


Risk Management

The process of evaluating certain financial risks, such as loss of income due to death or disability and/or rising costs associated with nursing home care, in order to determine how best to reduce your exposure to financial hardship. The process also entails the analysis of existing insurance coverage.


Employee Stock Options

This process involves analyzing qualified and non-qualified employee stock options to determine the timing of the execution as its relates to market conditions, taxes and the client’s long-term goals and objectives.

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