Business Owners and Key Executives

Wealth Control Advisors can help you to attract and retain key talent by ensuring that your valued employees and even minority owners are rewarded appropriately for their efforts.

Unfunded, underfunded or outdated succession plans can result in major problems in the event of death, disability or retirement of an owner. If family members depend on business assets for their support or inheritance, the consequences can be dire. We offer insight and solutions for succession planning.

Unfortunately, most employee benefit plans legally discriminate against senior management and other highly compensated employees. We can help you eliminate gaps with strategic solutions, often structured as tax-deductible business expenses. We can truly protect the rainmakers who are critical to the growth and continuing success of your business.

We design and implement comprehensive benefit plans that address real needs and are optimized for both impact and savings. The results include better budgets, happier employees and healthier companies.

As a business owner, you have a fiduciary responsibility to evaluate, select and monitor the investments and fees of your company sponsored retirement plan on an ongoing basis. If you do not actively embrace this responsibility, your personal assets may be at risk. Our team can help provide cost-effective, timely solutions.