Business planning

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.

Close up of a man and two women business planning

Employee Benefits

One of the biggest challenges faced by business owners today is the need to recruit, retain and reward talented employees. A well-designed benefits package can give you a competitive advantage in the war for talent.

We can help you design a quality, affordable benefit plan that may include features such as:

  • Group health insurance.
  • Group life insurance.
  • Group disability income insurance.
  • Dental insurance.
  • Vision insurance.
  • Flexible spending accounts.
  • Qualified retirement plans such as SEP IRA or 401(k) plans.

Learn more about how our team of specialists can help you design a competitive package that can attract and retain top talent.

Executive Benefits

As a business owner, it’s important for you to recognize the dedication and commitment of your most important contributors.

We can help you design an executive benefits package that provides additional compensation to selected employees, which may include:

  • A supplemental executive retirement plan that allows you to promise to pay additional income to yourself or your key employees at a later date, which is usually retirement.
  • An executive deferred compensation plan that allows you or your key employees to forgo receipt of a portion of current income until a later date, which is usually retirement.
  • Bonus plans that provide you or your key employees with additional income that can be used to purchase insurance, annuity or investment products.