Broker Check

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

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.