Business Services

For each of these service packages, we gather information through in-depth personal interviews with you. The information gathered may include, but is not limited to, your current financial position, future goals and attitudes toward risk and investment objectives. We carefully review documentation you supply, and provide you with recommendations and advice to help you complete your objectives.

Payroll Services

  • New Hire Reporting
  • General Ledger Report
  • SSAE16 Compliance

Commercial Insurance

  • Workers' Compensation
  • Business Auto
  • General Liability
  • Business Umbrella

Business Banking

  • Lending
  • Checking/Savings Accounts
  • Cash Management

Business Accounting Services

  • Accounting
  • Tax Preparation

Entity Structure

  • Liability
  • Tax Implications
  • Ownership & Entity Review

Executive Compensation

  • Selective Benefits
  • Ownership %
  • Key Employees

Corporate Retirement Plans

  • Plan Design
  • Provider Review and Search
  • Cost and Performance
  • Plan Implementation and Enrollment
  • Education and Communication

Succession Planning

  • Buy-Sell Funding
  • Transition Strategies