Business Owner Services
Many of our clients are owners of closely held businesses. We provide a host of services that allow the client to focus on what they do best – run and grow their business.
We provide the following services:
- Employee Benefits (Group Health, Life Disability, etc.)
- Retirement Plan Design and Administration
- Business continuation and succession planning
- Property and Casualty Risk Management
- Buy/Sell Agreements
- Key Man Insurance
- Advanced Tax Strategies