Business Planning Solutions

Growing a business requires a dedicated management team and employees. As business advisors, we design and implement benefits to attract, retain and motivate the executives and employees within your organization. To prevent devastating financial losses, we implement strategies to protect your employees and the company against unforeseeable risks.

Below are the services we provide to business owners:

  • Retirement/Profit Sharing Plan Design Assistance
  • Pension Plans
  • Life and Disability
  • Long-Term Care Plans
  • Payroll Deduction Plans Assistance
  • Executive Bonus
  • Deferred Compensation
  • Salary Continuation
  • Disability Buy-Out
  • Employee Stock Ownership Plans
  • Buy/Sell Planning
  • Exit Planning
  • Key-Person Protection
  • Equity Compensation
  • Referrals to Merger and Acquisition Experts

We can work with your Property & Casualty partner regarding:

  • General Liability & Worker’s Compensation
  • Directors & Officers Liability
  • Commercial & Professional Liability
  • Cyber Liability
  • Captives

Business Advisory Team

When working with businesses, our advisors work with owners and executives to protect and grow the organization. After clearly defining the objectives, we engage a team of professionals to collaborate, design and implement strategies and solutions to target the needs of the business.

The following services are not offered through Cornerstone Wealth or Mutual Securities.

  • Accounting
  • Tax Planning
  • File Tax Returns
  • Business Valuation
  • Financial/Retirement Planning
  • Defined Contribution Plans
  • Deferred Benefit Plans
  • Non-Qualified Plan Design
  • Life, Disability & Long Term Care
  • Vision, Dental 529 Plans
  • Executive Compensation Design
  • Commercial Insurance
  • Workers Compensation
  • General Liability
  • Officers & Directors Coverage
  • Commercial Real Estate Loans
  • Tailored Credit Solutions
  • Equipment & Vehicle Financing/Leasing
  • Treasury & Payment Solutions
  • Coaching Programs
  • Business Exit Planning
  • Mergers & Acquisitions Professionals
  • Business Brokers
  • Corporate Structure
  • Trademark & Intellectual Property
  • Buy/Sell Agreements
  • Estate Planning

Retirement Plan Consulting

As a business owner, your company’s retirement plan is an important benefit which allows you to attract, reward and retain your employees. As a plan sponsor, you act in a fiduciary capacity when overseeing your employees’ retirement savings. As the Department of Labor (DOL) and Employee Retirement Income Security Act (ERISA) regulations grow more complex, the ongoing management and oversight of a retirement plan can be challenging and time consuming. To provide compliance guidance, it is important to engage a partner with retirement plan experience. Selecting Cornerstone Wealth as your independent, third-party retirement plan advisor ensures you have a fiduciary partner focused on optimizing every element of your retirement plan.

View our list of services below.

  • Comprehensive Plan Review
  • Retirement Plan Design Assistance
  • Non-Qualified Plan Design Assistance
  • Retirement Plan Conversion
  • Annual Plan Review
  • Vendor Management, Benchmarking, and Fee Analysis
  • Fiduciary Support
  • Investment Due Diligence, Selection, and Monitoring
  • Participant Education & Enrollment
  • Personal Financial Planning

Business Planning Solutions - TEST

As a business owner, you are confronted with many challenges on daily basis. Growing a business involves strategic planning, but it also requires a dedicated management team and employees. As business advisors, we seek to understand your objectives and implement strategies to grow and protect your business.

As we begin a relationship with a business owner, we identify the financial goals of the business. We design and implement benefits to attract, retain and motivate the executives and employees within your organization. In addition, we seek to protect the business from various types of financial losses.

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