6115 Park South Drive
Suite 200
Charlotte, NC 28210
Charlotte, NC 28210
Succession planning prepares your business for what comes next. Through the process, you’ll engage superior employees and develop their skills and abilities while preparing them for advancement into more challenging roles within your organization.
Actively pursuing succession planning ensures that employees are constantly developed to fill each needed role in your organization. As your organization expands, loses key employees, provides promotional job opportunities and increases sales, your succession planning guarantees that you have employees on hand ready and waiting to fill the new roles.
Buy-Sell Planning creates a road map for what happens to a business owner’s interest in a company if they become disabled, deceased, retire or decide to sell. The agreement determines in advance how the shares in question will be sold- to whom and at what price.
Key employees are vital to your success. We work with business owners to identify and create customized strategies to attract, retain, and reward the best talent… often while paying less in taxes. Unlike qualified retirement plans, key employee retention plans allow you to choose the employees you wish to cover while excluding others.
We work with employers to provide a comprehensive list of dental and vision insurance carriers and strategies that strive to minimize cost and maximize efficiency.
This can combine a mixture of:
Group life and disability insurance is often provided as part of a complete employee benefit package. In most cases, the cost of group coverage is far less than what the employees or members would pay for a similar amount of individual protection.
We work with employers to provide comprehensive list of medical insurance carriers and strategies that strive to minimize cost and maximize efficiency.
This can combine a mixture of:
Having the proper legal documents in place can ensure that your assets are handled according to your wishes in the event that you are unable to do so. We work with your legal advisor to review that your affairs are in order and provide access to a secure storage vault so that your important documents are easily located when the time comes.
Defined Contribution: Employer sponsored plans that provides for an individual account for the employee; the employer, employee or both may contribute to this account. Examples include
Defined Benefit Plans: Employer sponsored plans that provide for a specified monthly benefit at retirement for its employees. Examples include:
Voluntary benefits are insurance products employees can elect to add to their plans to fill gaps in health insurance to meet their needs. Voluntary benefits are offered by employers but are paid completely or mostly by employees through payroll deferral.
Traditional voluntary benefits include life insurance, vision, dental, disability, cancer and critical illness insurance, and accident insurance. As the needs of employees change, employers are beginning to offer non-traditional benefits such as financial planning, online education and career development.
Voluntary benefits are appealing to employees because they offer a nice flexibility to everyone’s compensation package.
