Broker Check


It’s no secret that being a business owner is more than just one job. You have many roles and responsibilities and each one is important. While running your business may be complicated, protecting it doesn’t have to be. That is where we can help.

We start with you — your thoughts, dreams and needs – then delve into your business, its needs and objectives before we start talking about an approach or strategy. We want our relationship with you to be collaborative so it can help you get where you want to go.

Take control of your businesses' future with an approach or plan designed to fit your specific needs or goals.

Our Process

Retirement planning

  • Individual Retirement Accounts (IRAs)
  • Simplified Employee Pension Plans
  • SIMPLE Plans
  • 401(a)
  • Owner 401(k) and Roth 401(k)
  • 457(b)
  • 403(b)(7)
  • 403(b)
  • Roth 403(b)
  • Roth 457
  • Pension/Profit-Sharing
  • 412(e) Plan
Our History

Employee benefits

  • Dental
  • Vision
  • Life
  • Short-Term Disability Income
  • Long-Term Disability Income
Our Values

Executive Benefits

  • Bonus Plans
  • Deferred Compensation Plans
  • Split-Dollar Plans
Our Process

Group insurance

  • Health Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Life Insurance
Our History

Financial planning1

  • Employee Financial Planning
  • Educational Seminars
Our Values

Business Planning And Estate Planning Strategies

  • Buy-Sell Plans
  • Nonqualified Retirement Plans
  • 401(k) Retirement Plans
Our Process

Business continuation programs

  • Key Person Coverage
  • Buy-Sell Agreements
  • Succession Planning
  • Business Overhead Expense
  • Disability Buyout
  • Employee Stock Ownership Plans (ESOP)
Our History

Our Values

1 Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives for Equitable Advisors, LLC, a SEC-registered investment advisor.