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Services for Businesses

Working with businesses across the Northeast, we can provide advice and guidance on the many financial complexities of running and owning a business.

The following are some of the services the firm offers:

Business Planning

Running a business isn’t easy. Business owners often seek guidance on important issues ranging from employee benefits to risk management. We can assist clients with a wide range of business planning services, including:

  • Business Continuation Planning
  • Business Succession Planning
  • Key Person Planning
  • Business Agreement Analysis and Funding

Qualified Retirement Planning

Many business owners want to offer their employees a retirement plan but aren’t sure where to start or how to implement an effective plan that benefits both the employer and employees. We can assist businesses with comprehensive retirement planning, including:

  • Plan Design & Redesign
  • Plan Implementation
  • Plan Funding Analysis
  • Employee Meetings & Education

Benefits Planning

Offering benefits can be a way for businesses to attract and retain key personnel. However, providing a benefits package can be a challenge that requires significant time to develop and implement. We can help businesses determine and implement appropriate plans and options that may include:

  • Group Insurance (including health, life, disability, and dental)
  • Deferred Compensation Plans
  • Executive Split Dollar Plans
  • Executive Bonus Plans