Organizations and Plan Sponsors

We would love to be your one point of contact for everything. Our business clients always say, “we wish we were introduced to you 10 years ago.” We are here to help you coordinate your professional life and have that plan coordinate with your personal plan and your  legacy.. If we cannot personally help you, we can introduce you to colleagues in the community who we trust to help you. We help business clients in the following areas:

  • Retirement plans
  • Retain current employees
  • Provide benefits that will help you recruit key employees
  • Reward employees who are instrumental in the growth of your business
  • Health Insurance for your employees
  • Review of additional benefits offered
  • Analyze your commercial property and casualty insurance
  • Coordinate a “will” or succession plan for your company
  • Plan for incapacity
  • Strategize for a loss of a key employee
  • Business valuation and succession strategy