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Are you seeking cost savings and tax savings solutions that may enhance the value of your business? Is obtaining and retaining employees a challenge? Are your debt payments inhibiting your ability to provide the best care for your customers, clients or patients? Do you have a transition or succession plan for your business? If you’re not sure how to support the success of your business in the long term, we can design a plan to support the long-term health of your business. We promise to deliver strategies that will protect your practice, clinic or small business from unforeseen circumstances that can dramatically alter the prosperity and sustainability of your company.

Only 3 in 10 small businesses will succeed in transferring their ownership to the next generation. Will yours be one of them?

We specialize in “Risk Management” for business owners, and offer services such as:

  • Creditor Protection
  • Disability Insurance
  • Business Overhead Insurance
  • Business Loan Insurance
  • Accident and Sickness Insurance
  • Key-Person Funding
  • Buy/Sell Funding
  • Group Benefits

Our team can customize and implement Group Retirement Savings & Pension Plans as well as Group Benefits for small businesses and health practitioners who need them. We also provide complimentary Financial Education Seminars for our Group Retirement Savings & Pension Plans or Group Benefits clients. These Financial Education Seminars are a Series of Lunch & Learn Sessions presented for the benefit of your employees, encouraging financial literacy for you and your staff. Seminar topics include:

  • “Money 101”
  • “Lifestyle Planning for your Retirement”
  • “Risk Management,protecting yourself now and in the Future”
  • “Pension Maximization”
  • “Taxes, Wills & Estates”

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