Areas in which business owners are served by us and our team.
Business Planning
- Buy-sell and Split-dollar Plans
- Business succession and exit strategies
- Business valuation services through The Nautilus Group® venders
- Retirement Plan Services (ERISA, 401k, SIMPLE, SEP Deferred Comp etc)
- Executive Bonus & cost-free employee benefits
Estate Planning
Wealth & Personal Investment Management
Fee Based Planning/consulting using the Total Master Plan System™