Business Wealth Planning


Identify challenges and opportunites

  • Clarify business owner goals
  • Clarify business needs
  • Set priorities

Create and monitor employee benefits programs

  • Clarify complex employee benefits and healthcare options
  • Give clear guidance to satisfy employee needs and owner requirements
  • Coordinate additional business owner and "key" executive benefits
  • Customize employee benefits plans to suit business

Review business qualified retirement plan

  • Thorough review of retirement plan for business owner(s) and employees
  • Implementation of agreed plan changes
  • Custom plan design and new plan set-up
  • Conduct employee education and enrollment meetings
  • Facilitate regular plan "trustee" review meetings

Review business continuation and succession plans

  • Identify risks to business continuity and owner financial security
  • Review continuity and succession agreements and options
  • Review buy-sell and key executive insurance
  • Recommend additional protection strategies
  • Implement succession and retirement distribution strategies
  • Ensure proper and efficient transfer to heirs
  • Coordinate financial advice with attorney

Monitor income taxation

  • Educate on income and estate taxes
  • Review tax advantaged business owner strategies
  • Implement tax efficient financial tools
  • Coordinate with tax professionals

Simplify your business life

  • Collaborate with commercial insurance agent to ensure proper business and owner protection
  • Coordinate with on site or contracted human resources professionals
  • Coordinate all financial services with payroll services when possible
  • Coordinate with business and estate planning attorney