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Financial guidance for business owners
  • Services
    • Personal Financial Planning
    • Accounting and Tax Services
    • Investment Advisory
    • Insurance Solutions
  • Pricing
  • About
  • Get Started
Hire (and keep)
​rock stars
Offer 401(k) plans and other specialized benefit plans so your company stands out from the crowd. ​
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let's get started

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.
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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.
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* 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
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Advisory services offered through CS Planning Corp, an SEC registered investment advisor.
Accounting and tax services offered through Elliott Bay Advisors LLC.
Insurance products offered through Elliott Bay Insurance LLC.
Form CRS, Privacy Policy, and Additional Disclosures.
[email protected]
206.486.8700 ext. 703
Let's get started
  • Services
    • Personal Financial Planning
    • Accounting and Tax Services
    • Investment Advisory
    • Insurance Solutions
  • Pricing
  • About
  • Get Started