Business Owners

Whether you are self-employed with no other employees or responsible for a larger organization with many employees, we provide consultation to help you to have quality plans in place to meet your unique goals and situation. Since we work for you and not in the interest of any investment provider, we bring a fresh perspective to objectively find the solution that best suits your goals and bottom line. This may not even require a change in the type of plan or the provider company you have now.

As your fiduciary consultant partner, we will assess your current plan, your goals and budget, all of the available plan options, and recommend ways to optimize your business dollars while minimizing your administrative costs. After you decide about plans, we will manage the process for you to streamline any transitions and free you up to focus on running your business.

In What Category is Your Business?

Sole

Proprietorship

401(k)s
SEP IRA
Life Insurance
Disability Insurance
Health Insurance
Critical Illness

Learn More

Less than
20 Employees

SEP IRA
Simple IRA
Profit Sharing Plans
Nonqualified Deferred Comp
Life Insurance
Disability Insurance
Health Insurance
Critical Illness
Key Person Insurance

Learn More

More than 20 Employees

401(k)s
Simple IRA
Profit Sharing Plans
Nonqualified Deferred Comp
Life Insurance
Disability Insurance
Health Insurance
Critical Illness
Key Person Insurance

Learn More

Non-Profit Organizations

403(b)
Life Insurance
Disability Insurance
Health Insurance
Critical Illness
Key Person Insurance

Learn More