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Small Business Services Services

 

As business owners ourselves, we understand the struggles that you face. Making your business a success involves real challenges, and it is those challenges that we will rise to meet with you. We’re proud to say that we have helped many small businesses chart their course to financial success for both their owners, and employees.

 

Our experts in small business benefits, provided through Lafayette Life Insurance Company, will help you design and administer qualified retirement plans that will put more money back into your pocket and give up less of it to taxes.

 

Not only will this impact your bottom line, but it has been proven time and again that businesses who offer retirement solutions for their employees have a higher rate of retention than those without. Moreover, you, as the owner, will build your own retirement plan.

 

No one wants to work forever, but many of us just are not sure how to begin planning the right way. It can also be difficult to devise an exit strategy, or a plan of succession that will leave a positive legacy for our business. These are the real concerns that we take into account with every new opportunity to work with a small business. We can’t wait to get to work for you today!

 

Plans can include such options as:
 

  • 401k

  • IRA

  • Defined contribution plans

  • Group benefits for life and health insurance

  • Pension plans

  • Business Continuation

  • Buy/Sell Agreements

  • Key Person Insurance

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