Business Services
GENERAL BUSINESS CONSULTING
· Cash Flow Management · Equity Partner Relations
BUSINESS CONTINUITY PLANNING · Buy/Sell and Buy-Out
Funding · Key Person · Coordinated business and personal
financial planning · Business overhead risk management
EXECUTIVE BENEFIT PLANS · Deferred Compensation
Plans · Supplemental Executive Retirement Plans ·
Split Dollar Plans · Executive Financial Planning EMPLOYEE
BENEFIT PLANNING · Group life, health, disability,
LTC · Supplemental Disability · College Savings (Section
529) Plans RETIREMENT PLANS · 401K, Safe Harbor
401K · Simplified Employee Pension (SEP) · Defined
Benefit · Profit Sharing · Uni-K · Simple IRA,
401K · Keogh · Money Purchase
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