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Strategic Business Planning

For clients seeking a comprehensive approach to their business needs, we offer a full suite of business strategic services. We will help determine if there are any gaps in your benefits or insurance coverage, or other areas that may benefit from more cost effective solutions.

For your convenience, we can also call upon multiple Estate Planning Attorneys, Certified Public Accountants and other professionals whose expertise may be necessary to implement an effective business plan.

We can provide innovative strategies for your employee benefit needs in these and other areas:

Group Insurance

  • Medical
  • Dental
  • Vision
  • Life
  • Disability
  • Long-term Care
  • Employee Assistance Programs
  • Worksite/Voluntary Benefits
  • Health and Wellness Programs

  Various Group Insurance Services not offered through LPL Financial 

Insurance Planning

  • Buy and Sell Funding
  • Business Succession Planning  
  • Salary Continuation for Business Owners and Key Employees
  • Employee Group Benefits

Estate Planning

  • Prioritize Estate Planning Objectives
  • Estate Tax Reduction and Liquidity Techniques
  • Business Transfer Planning
  • Probate Avoidance Charitable Trust