Business Financial Planning

We don’t just help you and your family protect assets. We are here for your business, too. In your lifetime, you have worked hard to build your business, and it seems risks are around every corner. We can help you address these risks, and help you sleep at night.

Business Retirement

We take into account your full financial picture. Whether you have one employee or 1,000, whether you’re a sole proprietorship, a partnership or a corporation, we have a retirement plan to help you meet your organization’s needs.

We will help you implement the right retirement plan. And, if you already have a plan in place, we’ll give it a thorough review, to make sure it’s a good fit for you and your business.

• Customize a plan to fit your needs and budget.
• Provide advice and guidance from plan development to contribution investment options.
• Conduct employee meetings at least annually.
• Help select a variety of investment options.
• Provide resources for optional record keeping and government reporting as required.
• Review your fiduciary responsibilities.

Business Succession

Owning a business makes estate planning more complicated, but having a strong business plan to deal with incapacity, the death of an owner and the ongoing management of the business can put you and your family at ease.

Working closely with our internal business banking partners and your legal and tax advisors, we will work to create a business incapacity, succession and continuation plan that allows the business to continue to survive and prosper during an illness and after the death of an owner.

If your wish is to sell your business during your lifetime or upon your death, planning will be needed to maximize the return of your investment and hard work.

Allow us to help you protect what you have worked so hard to build.