Business Planning

As a business owner or executive, you know it is hard to meet business challenges alone. In addition to the day-to-day operation of the business, you have other issues to worry about, such as meeting and exceeding customer demands or managing your personal financial plan. We have extensive experience in business planning and can assist you with identifying and developing opportunities that will help protect and enhance your company. 

Life Cycle Business Planning

From start-up through growth and into your exit and transition, we will be there to help you every step of the way. We can show you how to develop executive benefit programs, retain key people and minimize the adverse effects from the loss of a key person. We can also help you design and implement cost-efficient and tax-efficient benefits.

Developing a retirement plan that meets your goals and expectations can be time consuming and time is valuable. Choosing an investment strategy, managing the assets within the strategy and regularly maintaining the plan to adjust for market changes is a job of which business owners have little time for. 


With our help, your retirement planning challenges become simple and easier to fit within a complicated business schedule. We will work with you to develop a custom retirement plan and investment solution that is tailored to your goals, risk tolerance and time horizon. We will focus on who you are as an investor and owner, and leverage the revenues of your business to help meet your personal retirement goals.

The cornerstone to any benefit package is a retirement plan… among the most valuable employee benefits available. With such a large selection of retirement plans to explore and research, taking the time to find the most appropriate plan may not be top priority on your business calendar.


We understand the unique needs of plan sponsors and their participants. We work closely with our clients to determine the appropriate plan design, create an investment lineup focused on enhancing participant outcomes, educate participants on the importance of saving, and help plan sponsors comply with ERISA to successfully manage their fiduciary obligation. In addition, we work with you to create a sounds investment platform, reviewing your Investment Policy Statement to help with the selection and monitoring of plan investments. 


Annually, we will provide an analysis of your chosen plan to ensure that it is still the appropriate plan for your given situation. We also coordinate closely with you to provide proper education to your employees so they feel empowered about their plan.

Protecting your business is critical, as you are not only protecting the business itself and the people employed within it, but your personal assets as well. There are a number of insurance options geared specifically towards businesses and their owners. From adequate valuation to assurance of proper payment, we will ensure you have a plan that will help afford you essential protection from future losses both professionally and personally.

Exiting your business after years of hard work can be overwhelming and post a logistical and emotional burden for you, your partners, and your employees. Without a plan, you may not recognize the full potential of your company and its value. A well-designed and thought-out exit strategy will give you a properly timed plan that will consider all factors and interested parties, including your personal goals. 


We can work with you to create a plan with will help you properly close or transfer your business while keeping you financially secure, even after you have left.