Small Businesses

We love supporting small businesses like yours, because we’re a small business! We understand that planning finances for your business can be overwhelming, especially when you’re busy, well, running your business. As a small business financial advisor, we want to help you prepare for the future, so you can focus on what you do best.

Our services

As a small business owner, you know that offering competitive benefits can attract the employees you want. Let us help you manage your employee benefits and HR responsibilities so you can grow your business. We can help with:

  • Retirement plan reviews and implementation (401k, Simple IRA, SEP IRA, etc.)
  • Succession plans
  • Key employee benefits, like key person insurance and deferred comp
  • Group life insurance and disability insurance, including regular check-ins
  • Collaboration with your other professionals to manage taxes, HR and accounting
  • Employee incentives/bonus programs
  • Group health insurance, such as a Health Savings Accounts (HSA)
  • Property, casualty and liability insurance reviews
  • Accountable plan creation

Please contact Lindsey to schedule a complimentary initial consultation. We look forward to helping you grow, preserve and enjoy your wealth!