Business Owners

Creating plans to leverage retained earnings in a tax efficient way to attract, retain and incentivize key employees, as well as create customized strategies for the owner(s). Additionally, we help with funding buy-sell arrangements, helping to protect against the loss of key employees, aiming to improve retention, creating a succession plan, group benefits, qualified and non-qualified plans. Many of our best clients find 401(k)s insufficient to meet their goals and are looking for tax advantageous alternatives to enhance their balance sheets while positioning themselves for retirement income.