Investments & Insurance

The most commonly used employer-sponsored retirement plan affordable for businesses of all sizes.

Many companies offer non-qualified plans to certain employees as a means to retain and reward key employees.

A SIMPLE IRA is based on a savings incentive match plan for employees and can be a way to set aside pre-tax dollars for retirement.

Buy-sell agreements are commonly used to fund agreements for transferring ownership interests in small businesses.

Protect your business from the adverse effects of losing important personnel.