With Small Business Solutions, we view it as our responsibility to understand your long-term goals so that we can leverage our knowledge and experience to help you win with these services. Let’s do it!
Small Business Retirement Planning We work with 401(k) programs, business owner retirement plans, and projections to aid in planning for retirement.
SuccessionPlanning and Execution — Working together, we can help design funding strategies for buy/sell agreements and long-term business objectives planning.
Business Evaluations —We can help with loan cancellation analysis and term renegotiation for your business.
Key Employee Retention Programs —Establishing a non-qualified benefit compensation program can help reward important employees.
Cash Flow Management – Proper cash flow management could help make your small business a success. We develop easy-to-use solutions to analyze and better manage cash flow.
Risk Management – We help you get started with a simple plan for managing and mitigating your small business risks.
Corporate Retirement Planning – Your employees deserve stable income for a long and healthy retirement. We focus on solutions that help improve retirement outcomes.
Key Employee Protection – The loss of a key employee or partner poses a significant risk to your business, but is a risk that can be successfully mitigated through key employee insurance.
