Small to Medium-sized Closely-held Businesses

How we can help: 

Depending on the stage of their development, we help businesses with:

  • Estate planning strategies for business owners
  • Key person insurance
  • Disability income insurance
  • Retirement plans for business owners and employees
  • Retirement plans for business owners and employees
  • Health insurance questions and advice

Our small business clients include physicians, dentists and other small practice owners.