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Greensboro, NC Business Retirement Planning

Business Services



"Take away my factories, my plants; take away my railroads, my ships, my transportation; take away my money; strip me of all of these, but leave me my key people and I will have them all back again." - Andrew Carnegie


Employee Benefits

The cost of providing health benefits has sky-rocketed over the past several years, making them cost-prohibitive to the employer. We work with the employer as a consultant providing alternatives to the current plan design. We also provide assistance in developing supplemental benefits (payroll deduction programs) to meet the needs of the employer and employee.

Employee Benefits, Qualified Plans, Non-Qualified Retirement, Business Continuation Planning


Qualified Plan Design and Analysis

Qualified Retirement Programs serve many purposes in business today. Whether its attracting and retaining key employees or maximizing the benefits for the owners, plan design is crucial. After meeting with the decision makers and understand their goals we make recommendations based on their desires.


Non-Qualified Retirement Programs

Non-Qualified Retirement Programs are useful for rewarding key individuals. They can be selective as to who participates and can be used as golden handcuffs to retain valued employees.


Business Continuation Planning

Making plans for the continuation of a business in the event of death, disability or retirement is very important. Without proper planning the business could be liquidated for pennies on the dollar.