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Business Owners

You work hard every day to build a strong future for your company and its employees, and your dedication shows in the results you deliver to your customers and stakeholders.

We are equally dedicated to the financial well being of both you and your business. We offer access to quality investment and insurance strategies customized to address the individual needs of businesses of every size and in all stages of development.

Based on our thorough understanding of both opportunities and challenges you face, we can provide comprehensive strategies to help meet your business needs while delivering the highest level of customer service.

Five Common Business Needs

  • Attracting and retaining key employees
  • Planning for business succession
  • Managing personal and business taxes
  • Effectively managing short-term cash
  • Building and protecting personal wealth

Retirement Plans

There are numerous choices when selecting the best retirement plan for your business.  We offer a broad array of options, and if one of the following is not right for you, your financial consultant will work with you to find the one that is.

  • 401(k)
  • 457 Profit-sharing Plan
  • Cash Balance
  • Defined Benefit 403(b)
  • Employee Stock Ownership Plan (ESOP)
  • Non-Qualified Deferred Compensation (NQDC)
  • Simple IRA

Insurance Plans

Insurance products offer a range of business application, from guarding against the loss of key personnel to protecting the future of the company and personal wealth. Regardless of your need, we offer access to specialized insurance products to ensure that companies of all sizes are prepared for the future.

Most businesses utilize a range of insurance products; yet many fail to take advantage of the wide variety available to assist with business planning. Following are a few of the most common insurance products used for that purpose. As with retirement plans, we offer additional insurance services, and your financial consultant can create a comprehensive plan that suits your unique needs.

  • Buy/Sell Agreements
  • Deferred Compensation
  • Disability Insurance
  • Key Person Insurance
  • Succession Planning

Cash Management Services

A steady influx of cash is a by-product of a successful business, but what you do with that cash can have a real impact on your total revenue each year. We offer access to a variety of cash management services, each customized to address the individual goals of businesses of all sizes. Because no one strategy is right for every business need, we will take the time to carefully discuss with you the risks and advantages of each option.

  • Agency Discount Investments
  • Brokered CDs
  • Cash Enhancement Strategy
  • Cash Management
  • Commercial Paper
  • Municipal Floaters
  • U.S. Government Treasuries

Let's Get Down To Business

Providing services from retirement and insurance to cash and personal wealth management strategies, our financial consultants can be the trusted resources you need to ensure that your business is positioned to succeed today, tomorrow and for years to come.

Contact us for a no-obligation consultation and see what working with us can do for your business and personal success.

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