Business Planning

We work with business owners to develop comprehensive strategic plans because we understand the complexity they involve and the critical need for protecting assets in all circumstances. We’ll make sure your money works as hard for your business as you do. Our experienced advisors will meet with you to analyze your needs, and provide both protection and growth opportunities for you, your business and your employees.

Our innovative My Smartplan program will help you and your employees maximize their retirement contributions during the accumulation phase of their lives.

Our Business Planning Services include:

Financial planning for business owners
Business insurance research and analysis
Succession Planning
Employer Sponsored Retirement Plan management
Key personal planning
Deferred compensation

We work with a wide variety of business owners, including large companies, chiropractic offices and multi-generational farm owners. We know that each business faces specific challenges and offers unique opportunities for growth. Take advantage of our extensive business planning experience. Come see us today!