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Business Planning

As a practice owner, you’re also the Human Resources department. We work with you to design and implement a benefits plan tailored to the needs of your practice and your staff. We work with you to evaluate and select:

  • A retirement plan suited for your goals, including 401ks, Profit-Sharing plans, SIMPLE IRAs, defined benefit plans and others
  • Health insurance
  • Group life and disability insurance
  • Fee based financial planning* for your staff at a reduced rate

Once implemented, we provide ongoing service to help you to retain and manage valued members of your team.