Business Services

Do you know what your business is worth? Do you have a succession plan in place should something unexpectedly happen to you? How will the sale of your business affect your retirement?

In addition, being able to offer a retirement plan can be a crucial ingredient in attracting and retaining employees. However, along with that benefit comes the responsibility for evaluating and managing the investment decisions for the plan assets. It’s important to protect yourself by following stringent fiduciary standards of objectivity. You need impartial evaluation of your asset allocation, investment opportunities and portfolio construction, while at the same time managing fees and extraneous costs.

  • 401(k) Planning
  • SEP IRA
  • Simple IRA

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.
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Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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