Corporate Planning

Most individual businessowners personal financial future is dependent upon the success of their own business so careful planning must be done on a corporate level as well. Whether you have an existing established business or just starting out into a new business venture, we have the services available to help. Some of the products and services we offer are:

  • Group Health, Dental, Disability, Vision, and Life Insurance Plans
  • Group Retirement Plans
  • Voluntary employee plans.
  • Buy / Sell Planning
  • Executive Bonus Plans
  • Key Person Coverage
  • Business Continuation Planning
  • SPDs, HRAs, HSAs, FSAs, COBRA, HIPPA Assistance
  • Commercial General Liability Insurance
  • Workmans Compensation
  • Business Auto, Umbrella
  • Fidelity Bonds