Business Planning Services

geoff stamp meeting in owatonna, mn business office


Protect the business you've built

You've worked hard to build a business you're proud of. Now, let's work to protect what you've built. Every business is different, so we want to know and understand your business before we make recommendations.


Things to think about

  • Business protection
  • Business transfer strategies
  • Employee retirement plans
  • Group benefits
  • Business owner strategies
  • Disability income protection
  • Legacy and estate planning


Services to support your business goals


No matter what you're preparing for, we are committed to providing honest and comprehensive services to help you reach financial security and success.

  • Informal business valuations
  • Buy-sell agreement review
  • Wealth protection strategies
  • Benefit review
  • Key person insurance
  • Split-dollar plans
  • Business succession planning strategies


Services to support your employees


Attracting and retaining top talent is usually a key business initiative. Ensure you have the benefits that empower your employees to give their best to your business.

  • Retirement plans (including 401(k) plans)
  • Nonqualified deferred compensation plans
  • Key employee insurance
  • Bonus plans
  • Employee stock option plans
  • Group benefits
  • Financial wellness

Featured Service: Retirement Plans - 401(k) Plans

A 401(k) plan is a self-directed, qualified retirement plan established by an employer to provide future retirement benefits for employees. Many employers now enroll new employees automatically, allowing them to opt-out later if they choose not to participate.

Read this article to learn more about 401(k) plans and how employers can structure them.