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Business Owners

As a business owner, you’re faced with a number of decisions every day regarding your business and employees. You may be so caught up in the day-to-day decisions of managing your business that you may not have the time to focus on your financial strategies, both for your business and your personal life.

Our goal is to serve as your financial partner, assisting you with a number of critical issues every business owner should address, from implementing and managing a 401(k) plan to developing retention strategies for key executives.

We can help you answer questions such as:

  • How can I offer a competitive but cost-friendly benefits package to my employees?
  • What are the elements of a sound succession plan?
  • Should I offer my employees an IRA or 401(k) retirement plan?
  • How can I better protect my business from unexpected events?
  • Does my business need a buy-sell agreement?