Corporate Resources


We help business owners take control of their finances with custom-tailored strategies.


We help business owners take control of their finances with approaches designed for a broad range of needs and hundreds of product choices to implement these strategies.

Retirement Plans

401(k): Owner 401(k), Roth 401(k)
403(b)(7) (non-contributory), 403(b)(1)
Defined Benefit & Cash Balance

Executive Benefits

Executive Bonus Plans
409(a) Deferred Compensation Plans
Split Dollar Plans
Group Carve Out

Business Planning

Key Person Coverage
Buy-Sell Agreements
Succession Planning
Business Overhead Expense
Disability Buyout
Employee Stock Ownership Plans (ESOP)

Group Insurance & Employee Benefits

Health Insurance
Long-Term Care Insurance
Disability Income Insurance
Life Insurance
On-site Education

Life insurance and annuities are issued by AXA Equitable Life Insurance Company (New York, NY) and by various unaffiliated companies. Disability insurance, long-term care insurance and health insurance are underwritten by unaffiliated carriers and offered through AXA Network, LLC, an insurance brokerage affiliate. AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, in PR as AXA Network of Puerto Rico, Inc.

1 Fee-based financial planning is offered by financial professionals who are investment advisor representatives.

GE-113123 (4/16)(Exp 4/18)
Share by: