Organizations and Businesses

Employee Benefit Planning

Retirement Plan Consulting and Establishment

  • 401k Plans
  • Roth 401k Plans
  • SEP Plans
  • SIMPLE Plans

Stock Option Planning

  • Succession Planning
  • Employee Stock Purchase Plans
  • Restricted Stock Grants
  • Cashless Exercising of stock options

Corporate Buyback programs

Credit and Lending Programs for businesses

  • Lines of Credit
  • Lending programs to expand your business
  • Commercial Real Estate Financing

Corporate and Institutional Services

  • 10b5-1 Plans
  • Key Man insurance
  • Directors and Officers liability insurance
  • Buy-Sell agreements
  • Executive Bonus Plans
  • Nonqualified Deferred compensation plans

Professional Trustee Services

  • Fiduciary Trustees’
  • Administer Trust, guardianships and Estates
  • Custody Services