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Services for Businesses


One of the biggest challenges faced by business owners today is the need to recruit, retain and reward talented employees. Good benefits planning can help you get the top talent.

Employee Benefits

We can help you design a quality, affordable benefit plan that may include features such as:

  • Group health insurance
  • Group life insurance
  • Group disability income insurance
  • Dental insurance
  • Vision insurance
  • Flexible spending accounts
  • Qualified retirement plans such as SEP IRA or 401(k) plans

Group health services are offered through an independently owned and operated company, which offers access to comprehensive employee benefit services and is not affiliated with, nor a subsidiary of The Northwestern Mutual Life Insurance Company.


We can help you design an executive benefits package that provides additional compensation to selected employees, which may include:

  • A supplemental executive retirement plan that allows you to promise to pay additional income to yourself or your key employees at a later date, which is usually retirement.

  • An executive deferred compensation plan that allows you or your key employees to forgo receipt of a portion of current income until a later date, which is usually retirement.

  • Bonus plans that provide you or your key employees with additional income that can be used to purchase insurance, annuity or investment products.


Whether you’re thinking about launching a new business or hoping to expand an existing one, we can help you create, grow and protect your business’s value with comprehensive business planning services.

We’ll work with you to develop a personalized financial plan with solutions designed to meet the unique needs of your business, with strategies to:

  • Integrate all aspects of financial planning for your business and your personal life to ensure success on both fronts.
  • Minimize risk by being prepared for the unexpected.
  • Safeguard your business with coverage to help offset the loss of cash flow if you become sick or hurt.
  • Recruit and retain employees with competitive benefits programs.
  • Enhance your benefits programs to reward employees who are key to the success of your business.
  • Transition your business smoothly with a properly designed and funded business succession plan.


  • Qualified Benchmarking

    Understanding how your retirement plan compares to industry benchmarks for expenses, performance and design is not only a good business practice, it is becoming a regulatory expectation. Based on our experience and industry resources, we will provide you with comparative data to document a sound due diligence process.

  • Qualified Design Assistance

    Sponsoring a qualified plan is a critically important step toward achieving retirement security for you and your employees. Choosing the right plan design elements will allow you to balance your goals for tax deferred wealth accumulation with the cost and complexity involved. Together with our plan specialists, we will help you to evaluate multiple plan design options and understand the impact they will have on you, your employees and the bottom line.

  • Qualified Employee Education

    Qualified plan benefits are most effective when they are thoroughly understood and properly utilized by plan participants. Quality benefits education is not a one-time event but rather a long term program to build awareness, understanding and appreciation. we will work with you to develop and deliver a comprehensive education plan across multiple media to help produce positive results.

  • Qualified Fiduciary Education

    As a retirement plan sponsor you face a sometimes bewildering array of regulations and responsibilities. It is important to find a source of trustworthy information to help you to manage your responsibilities and mitigate the associated risks. Let us help you to understand your options to develop an approach that works for you and your plan.