Corporate Clients

DEEP EXPERIENCE IN EVERY FACET OF BUSINESS.

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.

Benefit Consulting

Benefit Consulting

Benefit Succession Planning

Benefit Succession Planning

Executive Compensation

Executive Compensation

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 for your investment.

MEDICAL REIMBURSEMENT ACCOUNTS

In this new ages of health care, little is what it seems. We’ll help you navigate the maze and get return on your investment.

RETIREMENT PLANS/401K

At the top of every employees list and one of our greatest strengths. From design to admin, we’ll guide you to the best outcome for all.

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.