Employee Group Benefits

We can help to develop employee health and wellness plans that benefits organizational culture, employee well-being and your bottom line.

Providing quality benefits for your employees shows that you care about their well-being. Benefit plans can be the difference maker when people are deciding where to work.

Business Financial Planning

We understand the needs of business owners that have the responsibility of driving revenue. People whose time is most productively spent providing a medical assessment, working with a patient or on a project.

Our approach is to get to know you before discussing business needs and goals. We help create financial plans for savings and investments while considering the personal needs of the owner.

Wealth Management Strategies

Business owners work hard to create a quality service for their patients and clients. We work directly with business owners to understand their business mission and goals so we can best create financial strategies, aligning income goals and business revenue goals.

Running a business is a serious financial commitment, we can help people become more prepared. We create wealth strategies that manage savings and investments to help protect and grow business earnings.

2- Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

Risk Management Strategies

We help people create risk management strategies for their business that account for the unexpected factors of life, and help protect the ability to earn revenue.

Life events may impact the working ability of a practitioner who's solely in charge of providing medical services. A sound financial plan should help business owners be prepared during unforeseen circumstances such as an injury to a key employee or the loss of a business partner.

Succession Planning

Anyone who owns a business should have an exit strategy – a plan in place for who will take ownership or dissolution. Business owners with a succession plan can be prepared for events such as retirement, but also bankruptcy, or an unexpected life event.

Without proper planning, banks or the government may take control and have the final say in what happens to your business. To prevent this, we help business owners create succession plans to help transition smoothly out of ownership and into the hands of the right people, should it be necessary.