BENEFITS PLANNING

As you already know, when you work as an employee your employer takes care of tax withholdings, insurance, retirement contributions and other benefits. As a small business owner you are now responsible to handle all of these things on your own. We will work with you to determine which benefits you and/or your business qualifies for, review your options and assist with plan implementation. Periodic follow-up meetings will be scheduled to review results and make any adjustments as needed.