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An Executive Bonus Plan, also referred to as Section 162 Plan, is a non-qualified plan used by employers to provide special compensation to key executives. The employers' contribution to an executive bonus plan is considered salary to the executive and is therefore subject to taxation.


A buy–sell agreement, also known as a buyout agreement, is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or is otherwise forced to leave the business, or chooses to leave the business.



Building a retirement income strategy starts with a realistic look at what you'd like your retirement to be like—and what that lifestyle will likely cost—establishing your priorities and understanding the tradeoffs of each option. That can result in something of a balancing act for your emotional as well as financial life. There is no one-size-fits-all retirement, and as such there's certainly no one-size-fits-all retirement portfolio.


Business loans are terrific for turning expansion dreams into reality or paying expenses in a lull, but they can also become a drag if they’re hard to repay or carry high annual interest rates.

Like consumers with an assortment of credit card debts, businesses with multiple loans can face tricky payment decisions that can be a burden on operations. For business owners, the solution is to turn debt or overhead into assets to increase cash flow and reduce the tax burden. We show business owners a new way to redirect cash flow efficiently and leverage their current debt or expenses into wealth.