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Services for Business Clients

From employee benefits programs to executive compensation plans to business exit and succession planning, we bring all the necessary expertise to the table to deliver innovative, tax-efficient solutions to help businesses stay competitive and thrive.

Employer Benefits Planning

We specialize in helping employers develop cost-effective benefits programs and executive compensation plans to help attract and retain valuable employees.

  • Group Insurance Plans
  • Disability Insurance
  • Health Insurance
  • Premium Financing
  • Retirement Plan Services
  • Defined Contribution Plan Services
  • Defined Benefit Plan Services
  • Insurance-based Retirement Plans
Business Succession and Exit Planning

We help small business owners prepare to exit or retire under the most favorable financial conditions. We look at key issues such as whether the business will be capable of distributing enough income to principals post departure and developing strategies to maximize value in the short and long terms. Where appropriate, we coordinate the development of a business succession and exit plan with bankers, attorneys and accountants.

NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE

All Securities and Investment Advisory Services offered through Investment Professionals, Inc. (IPI), a Broker/Dealer, member FINRA/SIPC & a Registered Investment Advisor. The investment services offered by IPI under the name New Tripoli Financial Advisors are not offered by New Tripoli Bank, nor is New Tripoli Bank a registered broker/dealer. New Tripoli Bank is not affiliated with IPI. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of IPI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. IPI and New Tripoli Financial Advisors are not involved in the practice of accounting or law. Accordingly, any tax advice contained in this website is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing, or recommending to another person any tax-related matter. Please contact your legal or tax advisor regarding your personal situation. The products offered by IPI through New Tripoli Financial Advisors involve investment risks, including possible loss of principal amount invested.