We are fortunate that as our relationships with clients evolve over time, they develop the trust in us that allows us to help them in new areas.

Often this involves providing guidance to key executives in the area of tax preferred investing.

A longstanding client is an example of our work in executive benefits.  We handled all their employee benefits including group insurance, voluntary and retirement.  Our retirement plan solution helped them structure their profit-sharing contributions on an annual basis and increase their 401(k) plan participation to 95 percent with an average deferral contribution of nearly 7%, which is above average for the blue collar industry.  Based on this work, we discovered that they were underfunded significantly in the areas of life insurance and disability protection. We were able to help them attain favorable terms and update their agreement to assure an effective business transition consistent with their desired outcomes. The benefits package we offered included independent assessments without market preference and provided the most favorable outcomes based on specific client characteristics and criteria.  What resulted was improved protection for key employees, a path for an eventual business transition and a happy client satisfied with a positive outcome and exceptional service.