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Small Business Solutions

Our vision is for our clients to have the enhanced trust to allow us to simplify their business needs through one relationship.

We help businesses grow by providing strategic counsel and guidance in managing risk and containing costs to help pave their way to long term success. 

Our Process:

Discovery of a client’s core business and culture, conduct audit of current programs, provide strategic counsel and guidance, implement, evaluate and monitor.

Services offered:

  • Employee Benefits (including health, dental, life, disability, executive benefits, etc.) 
  • Group Retirement Plans (both not-for-profit and for profit)
  • Workplace Financial Education
  • Business Succession Funding Strategies (buy/sell)
  • Cash Reserve & Long Term Investment Strategies 
  • Enterprise risk mitigation 
  • Business Insurance Strategies 
  • Principal & Executive Protection