We give your Business and your Employees the advantages of “Wall Steet” through Main Street

Preventative Health Plans (PHP)
Sec 125

  • Virtual Health, Urgent, & Emergency Care, Mental and Emotional Health/Therapy

  • No Co Pays or Deductible / Unlimited Sessions

  • No Out of Pocket to Business or Employee

  • Improved Retention and Recruiting

Key Employee / Executive Bonus Plans
Deferred Owner / Partner Compensation
Sec 162

  • Tax advantaged strategy for Key Employees or Owners

  • Retain Key Employees / Protect your business

  • Create Retirement Income outside traditional 401k and IRA plans for Owners, Partners, or Key Employees

Business Planning and Strategy

  • Buy-Sell Planning for Partnerships

  • Funded Cross-Purchase Plans

  • Business Succession Plans

  • 401k/403B Implementation or Review

  • Tax Credit Qualification (WOTC, CostSeg, IC-Disc, Federal Hiring Credits, etc.)

Reward your 2 most Valuable Assets

Your People - with Benefits they’ve earned

Your Business - with the Strategies it needs