Business Planning

Your business reflects you, so it takes personalized business planning to help you grow and protect the value you’ve built in your business.

Whether you’re thinking about setting out on your own or looking to expand your existing business, we can help you plan for success. From protecting against risk and managing growth to attracting and retaining top talent, we’re ready to help you at every stage.

We’ll work with you to develop a tailored plan with financial solutions designed to fit the unique needs of your business, and your life, with advanced strategies to:

Integrate the important aspects of financial planning for your business and your personal life to help ensure success on both fronts
Minimize risk by being prepared for the unexpected
Safeguard your business with coverage to help offset the loss of cash flow if you become sick or hurt
Recruit and retain high-performing employees with competitive benefits programs
Enhance your benefits programs to reward employees who are key to the success of your business
Transition your business smoothly with a properly designed and funded business succession plan

Executive Benefits Planning

Planning for executives and key employees

As a business owner, it’s essential to reward your key employees and executives. The right benefits can make a big difference in attracting key executives who will contribute to your company's growth and profitability, and incentivize them to stay for the long run.

Our team will help you design and implement cost-efficient executive benefit packages that can provide additional compensation to select employees which can include:

A supplemental executive retirement plan that allows you to pay additional income to yourself or key employees in the future, typically in retirement
An executive deferred compensation plan that allows you or your key employees to forgo receipt of a portion of current income until later, typically in retirement
Bonus plans that provide you or your key employees with additional income that can be used to purchase insurance, annuities, or investment products

Each of these flexible plans has a variety of tax benefits and tax efficiencies that we can design around the planning goals of your business and participants in non-qualified executive benefit plans. They can also be structured to only benefit certain key executives or in varying degrees for different classes of key executives.

Employee Benefits Planning

Give your business a competitive edge with a strong benefits package. Our team will work with you to design a competitive suite of benefits that will help attract and retain top talent.

Employee benefits are an important part of the growth of your business. With the right planning, you can compete for, and win, the talent you need to contribute to the success of your business.

Our team can help you design a quality, affordable benefit package that would be available to all employees and can include options such as:

Group health insurance*
Group life insurance
Group disability income planning
Group dental insurance*
Group vision insurance*
Group long-term care planning
Flexible spending accounts
Qualified retirement plans such as SEP IRA or 401(k) plans

*Group health insurance benefits, group dental insurance, and group vision insurance are offered through an independently owned and operated company which offers access to comprehensive employee benefit services and is not affiliated with, nor a subsidiary of the Northwestern Mutual Life Insurance Company.

Let's make a plan for your business.

Thank you for your submission!