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Our Services

Business Planning and Corporate Solutions

Business Owner Planning

If you are a business owner, we can help you to decide whether to keep or sell your interest at death, disability or retirement. Whatever your decision, we can assist you in retaining its value for you and your family. Furthermore, we will evaluate the tax consequences of your options and help you reduce their impact at the time of transfer.

Corporate Retirement Plans

Our firm specializes in design review, implementation and servicing of corporate retirement plans for small to mid-sized privately owned businesses. The essential services we provide are plan design review, investment platform selection and the education of your employees.

Non-Qualified Deferred Compensation Plans

In an era of free-market enterprise, the competition faced by businesses in private industry has increased substantially. The emphasis on attracting, retaining and motivating key executives has gained paramount importance. Let us show you how Non-Qualified Deferred Compensation Plans can act as a tool for retention as well as deferring income taxes.  

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
Learn More

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (610) 727-4900