Business solutions

We offer our business clients a variety of specific services to help provide them with financial peace of mind and enable them to focus on other aspects of their business. We like to think of ourselves as a one-stop-shop for your financial solutions. Listed below are some of the services we offer.

Retirement accounts:

  • 401(k) - Traditional, Roth, Owner-only
  • Profit Sharing Plans
  • Defined Benefit Plans

Insurance & asset protection:

  • Buy-Sell Agreement
  • Key Person Insurance
  • Disability Insurance

Corporate & executive services:

  • Equipment Financing
  • Employee Stock Ownership Plan (ESOP)
  • Equity Compensation Plan & Administration
  • Mergers and Acquisitions (M&A)
  • Net Worth Valuations


Feel free to contact me for additional information.

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