Small Business Planning

Business owners are never off the clock and the to-do list can seem unending.

​

We understand. 

​

We can help. 

​

• Retirement Plan Consulting and Plan Management​​

 

We will help you assess your company's needs and make recommendations for the best plan for your employees. We will be there every step of the way from setting up the plan to enrolling employees. We will also manage your retirement plan and meet annually with all employees.

​

• Succession Planning and

Buy/Sell Agreements

​​

No one likes to think about the worst, but as business owners we owe it to our loved ones to make certain that they are taken care of after we are gone. We can help define terms and review succession planning agreements.

​

• Business Owner Planning Services

​

Now that you've taken care of everyone else, we offer special planning services for business owners. We can help manage your personal retirement assets, communicate directly with your tax professional to help streamline the financial side of your business, and assist in seamless transitions.