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Account View | Total Wealth Management | Albridge

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Business Planning Services

We apply our same consultative approach to your business planning needs. Our focus is on protecting your business from personal and corporate liability, uncovering potential investment opportunities and helping your employees pursue their financial goals.

We provide innovative solutions for your specific needs in these and other areas:

RETIREMENT PLANS

  • 401(k) plans
  • Profit sharing plans
  • Simple IRAs
  • SEPs
  • Deferred compensation
  • Defined benefit
  • Cash balance

GROUP INSURANCE

  • Health and Wellness programs
  • Dental
  • Vision
  • Life
  • Disability
  • Long-term care
  • Statutory coverage
  • Employee Assistance Programs
  • Worksite/Voluntary benefits

INVESTMENT PROGRAMS

  • Investment consulting
  • Defined contribution investment options

BUSINESS PLANNING

  • Business plan development
  • Operational analysis
  • ERISA filings
  • Budget projections
  • Succession planning
  • Buy/sell arrangements