Broker Check

Business Owners and Executive Benefits

*How do&#160;I retain my best employees or attract new talent? I want a&#160;customized benefit designed&#160;to retain my key employees&#160;while deducting it as a&#160;business expense.&#160;<em><strong><a href="https://s3.amazonaws.com/static.contentres.com/media/documents/e6c90ab9-110e-428e-99c1-9c818d67456f.pdf" target="_blank">We&#160;create customized&#160;executive benefit plans&#160;</a></strong><strong><a href="https://s3.amazonaws.com/static.contentres.com/media/documents/e6c90ab9-110e-428e-99c1-9c818d67456f.pdf" target="_blank">that help&#160;you&#160;retain your best&#160;employee(s).</a>&#160;</strong></em>

*How do I retain my best employees or attract new talent? I want a customized benefit designed to retain my key employees while deducting it as a business expense. We create customized executive benefit plans that help you retain your best employee(s). 

*What will happen to my business at my death or retirement? How do I give my business to my child?

*We are experienced in creating business succession plans and exit strategies .



We use a client centered approach. Our prospective clients leave the meeting envisioning a collaborative relationship with us.&#160; Our clients understand the investment process and how we earn our advisory fees. Our clients also have a clear understanding of what&#160; we are seeking to accomplish for them.

We use a client centered approach. Our prospective clients leave the meeting envisioning a collaborative relationship with us.  Our clients understand the investment process and how we earn our advisory fees. Our clients also have a clear understanding of what  we are seeking to accomplish for them.

And, finally, without any conflicts of interest we put your needs first.


*Trust Services Provided by The MassMutual Trust Company, FSB, a wholly owned stock subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual)