GROUP BENEFIT SERVICES

Your employees are vital to your business and require a unique approach to benefit planning. Seven Hills Financial Design works with your business to evaluate your group benefit goals in a cost efficient manner. Using unbundled independent sources for group benefits such as health insurance, life insurance, long-term disability and long-term care plans, we can meet your financial needs and customize your plan in the future to evolve with your most important asset; you and your employees.

BUSINESS PENSION PLANNING

“401-(k) fees and expenses are one of the factors that will affect your investment returns and will impact your retirement income”-- U.S. Department of Labor
Our proprietary 401(k) “coaching” approach helps the business owner identify and understand the keys to comparing plan features and costs, and provides a framework for determining the scope of services that are truly needed in business retirement plan management. This organized planning protocol assures that the business owners meet their fiduciary responsibilities to plan participants, and that employee investment returns are not negatively impacted by excessive plan management fees and expenses.

BUSINESS TRANSITION & EXIT PLANNING

“At any given time, 40 percent of the U.S. businesses are facing the transfer of ownership issue. The primary cause for failure is a lack of planning.”-- Small Business Administration
Using a systematic seven-step approach, we can lead individuals to the successful exit they desire. Working with individuals and their existing advisors, we design exit plans to run their businesses in a manner that assures they can leave it in style. Therefore, whether clients plan to exit their business this year or ten years from now, this approach provides a customizable process to identify and achieve their goals.