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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 Advisory Services offered through Investment Professionals, Inc. (IPI) a Registered Broker/Dealer and Registered Investment Advisor and member FINRA and SIPC.