➤  Assessing your business' needs to maximize retirement contributions for owners

➤  Construct retirement plans to help retain and attract employees

➤  Conduct periodic meetings with plan participants

➤ Help facilitate employee transactions, such as enrollment, disbursements, loans, etc.

➤  Coordinate Buy/Sell agreements for business owners with legal advisors

➤  Implement funding through life and disability insurance policies

➤  Ensure beneficiaries and owners of insurance policies are consistent with legal documents

➤  Work closely with business owners to help retain key employees through added benefits

➤  Strategies include, but are not limited to: SERPs, RELPs, Stock Options

➤  Help businesses attract and retain qualified employees through benefit packages

➤  Benefits include, but are not limited to: retirement plans, health benefits

➤  Provide insurance services for buy/sell agreement funding

➤  Construct insurance solutions for protection of key employees, disabilities, death and overhead expense obligations