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Business Owners

As a business owner, or senior executive, you may have discovered that family and business are competing entities.

If you are a business owner, and are not sure of the answers to the questions that allow you to know that you will be able to walk away, retire, or even die and be sure that your estate is secure, you may need us to help you answer those questions, especially in our business focus areas, where we actually have experience - dental and medical practices, legal practices, small manufacturing, distributors, dealers, and restaurateurs.

Someday you will turn the key in the lock on your business for the last time (as everyone does), voluntarily or involuntarily, and you want to be sure that your business will go to the people you want, and that your family will be taken care of. Let us help you be confident of the answers you have already chosen, or help you choose new answers.

You may want to discuss your existing plans with our team. If you have fiduciary responsibilities for a qualified retirement or 401(k) plan or similar employee contribution and profit sharing plan) our financial literacy programs will help you and your administrator successfully navigate the new ERISA, DOL, and IRS regulations in order to help protect yourself and your company. Click here for our Retirement Link.

We offer a no cost / no obligation benchmark comparison of your plan expenses to our guides. You may want to benchmark how your retirement plans compare to our industry-wide database, both in terms of what you want in the way of services, and what those features should actually cost versus what you may be paying.

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