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Cooperate Clients

There’s a lot on your plate and we understand the challenges. For decades we’ve helped clients manage and optimize diverse business tasks with a steady, coordinated approach. The goal is to maximize the upside but to do it with mitigated risk that you understand. An integrated process that empowers educated, informed decisions so you achieve your goals.

Empowerment By Design

Benefit Consulting - Benefit Succession Planning - Executive Compensation

Business Succession 

What it takes to plan for orderly transition when the future is often uncertain but the stakes couldn’t be higher..

Buy - Sell Planning

The simple fact is planning ahead eliminates crisis down the road, by controlling costs and avoiding confusion.

Insurance Planning

There’s a lot to protect and we ensure it by helping make the best decisions for your company, your employees and the bottom line.

Deferred Compensation Planning

We’ll examine the impact in every way, from the balance sheet to tax consequences, to keep your company healthy and competitive.

Executive Bonus Plans

The right plans can be priceless business development tools that spur key executives to greater heights of productivity and builds loyalty..

Key Employee Planning

Often overlooked but not by us, we understand the enormous benefits and advantages to your company and show you how to best leverage them.

Pension Plans

The world has changed and pension plan options have changed with it. We’ll explore the costs and benefits to determine if it makes and how to implement.

Retirement Plans/401K

At the top of every employees list and one of our greatest strengths. From design to admin, we’ll guide you to the best outcome for all.

Life Insurance

What’s enough and what’s too much? When does it make sense? And if it does, how to buy with real value for your investment.