Clarity for your cash flow. Structure for your retirement plans. Confidence for your future.
Business Planning & Advisory
Employer Sponsored Retirement Plans
Guidance and oversight for qualified retirement plans, helping align contributions, investments, and plan structure with your long‑term retirement objectives. Plans include:
- 401(k) Plans
- 403(b) Plans
- SEP IRA
- SIMPLE IRA
- Profit Sharing Plans
- Money Purchase Plans
- Employee Stock Ownership Plans (ESOPs)
- Defined Benefits Pension Plans
- Cash Balance Plans
- 412(e)(3) Plans
Non-Qualified Plans for your Business
Guidance on executive compensation strategies to help align complex pay structures with tax‑aware planning, cash‑flow needs, and long‑term financial goals. Examples of plans include:
- Non-Qualified Deferred Compensation
- Supplemental Executive Retirement Plans (SERPs)
- Section 162 Executive Bonus Plans
- Split-Dollar Life Insurance
- Non-Qualified Stock Plans
- Key-Man insurance
Succession Plans
Succession planning is a deliberate, structured process that helps ensure an organization can seamlessly fill critical roles when key individuals depart—whether through retirement, promotion, or unforeseen circumstances. An effective transition plan leverages a variety of strategies, with core areas typically including:
- Buy–Sell Agreements
- Key Employee Buyouts
- Family Succession
- Third-Party Sales
Optional add‑on services
We coordinate with your firm's current benefits advisor to provide the following services when needed:
- Group Health Insurance
- Group Life Insurance
- Group Disability Insurance
- Group Legal Plans
Insurance products and group legal plans are offered ln conjunction with Steward Partners licensed insurance agency affiliates.
Corporate Cash Accounts
A business brokerage account is often better for cash management and can offer the following benefits:
- Higher Earning Potential on Idle Cash
- More Flexible Cash Management
- Efficient Cash Segmentation
- Liquidity Options Similar to Bank Accounts
Click this link to Schedule a Consultation and choose a time directly from our calendar.
Employer Sponsored Retirement Plans
Guidance and oversight for qualified retirement plans, helping align contributions, investments, and plan structure with your long‑term retirement objectives. Plans include:
- 401(k) Plans
- 403(b) Plans
- SEP IRA
- SIMPLE IRA
- Profit Sharing Plans
- Money Purchase Plans
- Employee Stock Ownership Plans (ESOPs)
- Defined Benefits Pension Plans
- Cash Balance Plans
- 412(e)(3) Plans
Non-Qualified Plans for your Business
Guidance on executive compensation strategies to help align complex pay structures with tax‑aware planning, cash‑flow needs, and long‑term financial goals. Examples of plans include:
- Non-Qualified Deferred Compensation
- Supplemental Executive Retirement Plans (SERPs)
- Section 162 Executive Bonus Plans
- Split-Dollar Life Insurance
- Non-Qualified Stock Plans
- Key-Man insurance
Succession Plans
Succession planning is a deliberate, structured process that helps ensure an organization can seamlessly fill critical roles when key individuals depart—whether through retirement, promotion, or unforeseen circumstances. An effective transition plan leverages a variety of strategies, with core areas typically including:
- Buy–Sell Agreements
- Key Employee Buyouts
- Family Succession
- Third-Party Sales
Optional add‑on services
We coordinate with your firm's current benefits advisor to provide the following services when needed:
- Group Health Insurance
- Group Life Insurance
- Group Disability Insurance
- Group Legal Plans
Insurance products and group legal plans are offered ln conjunction with Steward Partners licensed insurance agency affiliates.
Corporate Cash Accounts
A business brokerage account is often better for cash management and can offer the following benefits:
- Higher Earning Potential on Idle Cash
- More Flexible Cash Management
- Efficient Cash Segmentation
- Liquidity Options Similar to Bank Accounts
Click this link to Schedule a Consultation and choose a time directly from our calendar.