Services

SERVICES OFFERED

Executive Planning

Working with Owners and other Key Executives to obtain maximum use of corporate dollars to provide non-qualified and supplemental benefits. These plans include:

•   Deferred Compensation

•   Bonus Plans

•   Salary Continuation

Estate Planning to help Business Owners plan for the most orderly and tax efficient transfer of their business interests and other assets:

•   Generation Skipping Transfers

•   Zero Estate Tax Planning

•   Family Limited Partnerships

 

Corporate Services

Provides assistence with:

•   Asset Allocation Services

•   401(k) Administration and Investing

•   Advanced Plan Design

•   Cost Recovery Pension Plans