Business Planning Services

This phase involves creating tailored strategies to ensure both you and your employees are effectively saving and progressing towards long-term financial security. We develop comprehensive plans designed to meet the unique needs of your business, providing additional services to support your financial well-being and growth. Our goal is to equip you with the tools and insights necessary for confident, future-ready retirement planning.

• Self-Employed Plans
• Employer-Sponsored Plans
• 401K Administration and Fiduciary Services
• Employee Education and Seminars
• Distribution planning education, design, and management

Optimize a plan to attract, retain and reward the key talent needed to execute the business’ vision.  This includes planning for the core employees of your company with corporate benefits and retirement plans as well as planning for the executive team in customized and unique strategies towards reward and retention plans.

• Entity Type Evaluation and Selection
• Partnership and Operating Agreement Review/Formation
• Buy-Sell Review/Formation
• Buy-Sell Funding Options and Design
• Health Insurance Coverage: Option Evaluation and Design
• Life, Disability, Dental and Vision Insurance Coverage Options
• Executive Team and Key Person Carve Out Design
• Annual cost management analysis and evaluation
• Online portal and employee benefit management solutions

Every business has a start, continuation, and ultimate exit. Planning for exit is critical through all phases. All businesses have an exit plan, even if not intentionally planned. Ideally, it’s a planned exit, thought through, measured, and modeled to identify which ways to exit a business are best for you.

• Review of the 8 ways to Exit your business
• Education and Guidance around which path to pursue
• Outside Advisor collaboration and strategy integration
• Cash Flow Modeling for pre and post-sale considerations