Corporate Clients
There’s a lot on your plate and we understand the challenges. For decades we’ve helped clients manage and optimize diverse business tasks with a steady, coordinated approach. The goal is to maximize the upside but to do it with mitigated risk that you understand. An integrated process that empowers educated, informed decisions so you achieve your goals.
BUSINESS SUCCESSION
What it takes to plan for orderly transition when the future is often uncertain but the stakes couldn’t be higher.
BUY - SELL PLANNING
The simple fact is planning ahead eliminates crisis down the road, by controlling costs and avoiding confusion.
INSURANCE PLANNING
There’s a lot to protect and we ensure it by helping make the best decisions for your company, your employees and the bottom line.
CAFETERIA PLANS
When does it make sense and when is it something to avoid. We’ll explore the pros and cons that benefit your company and employees.
DEFERRED COMPENSATION PLANS
We’ll examine the impact in every way, from the balance sheet to tax consequences, to keep your company healthy and competitive.
DENTAL COVERAGE
An attractive benefit that employees appreciate, says a lot about your culture, can boost retention and, if handled properly, can be a real value.
EMPLOYEE FRINGE BENEFITS
This isn’t one-size-fits-all. We’ll work with you to identify what makes sense for your company and which ones to avoid.
EXECUTIVE BONUS PLANS
The right plans can be priceless business development tools that spur key executives to greater heights of productivity and builds loyalty.
EXECUTIVE BUY UP PROGRAMS
Strategically advantageous but varying widely, we ensure you understand all aspects and choose – or decline – what’s in your best interest.
FLEXIBLE SAVINGS ACCOUNTS
Perks that benefit employees that can also benefit your bottom line are welcome additions if your understand them – we do.
HEALTH SAVINGS ACCOUNTS
Trendy, fashionable and attractive to employees but anything but straightforward to create and administer. We’ll help do it right.
KEY EMPLOYEE PLANNING
Often overlooked but not by us, we understand the enormous benefits and advantages to your company and show you how to best leverage them.
LIFE INSURANCE
What’s enough and what’s too much? When does it make sense? And if it does, how to buy with real value.
MEDICAL REIMBURSEMENT ACCOUNTS
In this new ages of health care, little is what it seems. We’ll help you navigate the maze and get a return.
PENSION PLANS
The world has changed and pension plan options have changed with it. We’ll explore the costs and benefits to determine if it makes and how to implement.
SHORT TERM DISABILITY
Forward thinking that protects your employees and drives performance can prevent events out of your control from jeopardizing the future.
SPLIT-DOLLAR PLANS
We help define the true costs, advantages and potential risks, to offer the right plans, at the right time, to the right people, for the right reasons.