Comprehensive Support For Business Owners
As a business owner, key decisions are in your hands that not only affect your team and your business — they also impact your future. You’ve devoted time and energy into growing your business, and you want to ensure its success while protecting your wealth, too. We understand the complexities of your role, which is why we’re here to support you at every stage.
Construct
Safeguard
Exit
Providing You & Your Employees With
Full-Fledged Financial Guidance
Construct
Group Retirement Plan Design & Consulting
- Plan design and fee bench-marking
- Investment support and analysis
- Participant education
- ERISA compliance
Safeguard
Owner & Executive Compensation Strategies
- ESOP
- Deferred compensation
- Tax mitigation
Exit
Exit Planning & Other Wealth Transfer Initiatives
- Buy-Sell Agreements
- Business continuity
- Generational wealth transfer planning
