Small business owners are unique, so naturally, you need a unique advisor

For example, retirement planning is tricky for small business owners because, unlike your friends who retire from corporate jobs, you can't just walk away from your business. You need to plan your exit years in advance. Work with an advisor who is well-versed in unique needs of small business owners like you.

It's no surprise that people often prioritize workplace benefits when they look for a job.* You can stand out from the crowd in a competitive market by offering well-designed benefits.

* According to a Pew Research survey, 76% of U.S. workers who were surveyed responded employer-sponsored 401(k) or other retirement program is extremely or very important. 

Workplace benefits to help you compete with the big guys

All of our plans are thoughtfully designed and meant to help you compete with larger employers without extra hassle or cost. We help you procure a cost-effective plan that meets your business needs and scales along with your growth.

Retirement plans

• 401(k) plan
• Profit sharing plan 
• Cash balance plan
• SIMPLE IRA
• SEP IRA

Specialized benefits

• Nonqualified deferred compensation plan
• Supplemental executive retirement plan
• Split dollar plan
• Executive life insurance
• Executive disability insurance