If you decide someday to sell your business, there are tax consequences. We have unique strategies for mitigating tax drag over the long haul for our business owners.
We combine in-house investment management with institutional third-party money managers to create dynamic portfolios that meet the needs of our clients’ objectives and risk tolerance.
Any plan without sufficient risk management can leave your loved ones in an unwanted position at an inopportune time. That is why we run an analysis and help fill in the gaps for life insurance, disability, and long-term care.
In addition to risk management, life insurance is a tool we use for estate preservation and creating tax-efficient retirement income for our clients.
With over 40 years of 401(k) and pension plan design experience, our team of plan administrators and consultants help our clients create, administer, and manage company specific solutions designed for our client’s needs.
Start your planning journey with us by filling out the form below.