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Corporate Services

Whether it is designing a business succession plan or coordinating a prudent employee benefits program, we can help you identify, develop and implement your strategy.

We bring a depth of experience and resources in helping you create, implement and evaluate your current retirement benefits, including 401(k), profit sharing and defined contribution pension plans.

For business succession, we design a plan that aims to meet your goals, while protecting your family and the company you have worked so hard to build.


In today’s business environment, it is critical to provide competitive benefits to the key people in your organization who are making significant contributions to your company’s success.

Our team helps design programs including executive benefit, carve-out and deferred compensation programs for public corporations, nonprofit organizations and privately held companies to cover key people as well as board of directors.


Employee benefits can be an important tool to help attract and retain your staff. We place group life, disability, and long-term care for companies ranging from two employees to many thousands.

To start, our team examines your current programs and identifies strengths, inefficiencies, areas for improvement and any regulatory non-compliance. We evaluate different plans, carriers and alternative strategies with the goal of delivering recommendations that are in line with company intentions and result in more meaningful benefits for your employees.


We are skilled in helping you analyze your company retirement plan to help ensure your plan meets your objectives, including 401(K), profit sharing, defined benefit, or a combination of several plans.

Our goal is to help you design and implement a retirement plan that meets your needs, along with regulatory compliance, cost efficiency, and provides unparalleled education and service to your employees.