September 21, 2016

Workplace Benefits

As more professionals break free from their cubicles, business is evolving. Freelance work generates fresh ideas and start-up operations turn into successful enterprises. Your creativity disrupts the status quo. Let us support you with creative workplace benefit strategies that can solidify your business model and motivate your employees the way a larger company would. It’s the best of both worlds.

We also help owners and partners plan for future growth, prepare for taxes, reach financial independence and map out their succession plans. Our services include, but are not limited to:

  • Designing and managing employee 401(k) and retirement plans
  • Implementing group life and disability insurance plans
  • Providing buy-sell life insurance strategies
  • Consulting and business financial planning