Broker Check

Business Planning & Employee Benefits

You work hard to make your business successful. Does your business work as hard for you?

Business owners have both incredible opportunities and serious challenges when it comes to making effective financial decisions. The best news? You don’t have to do it alone. We can help you see the big picture, avoid costly mistakes, and maximize the financial benefits of owning a business.

We work with all business types: Sole Proprietorships, Partnerships, Corporations, and Limited Liability Companies. Planning is one of the most important parts of running any business. Whether you’re a large, multinational corporation or a small business, One Financial Advisors has the knowledge and resources to help keep your company on track.

Risk Management

Life insurance and disability income insurance are particularly vital tools for businesses and business owners. Business insurance can:

  • Protect against economic loss to the business when a key employee dies
  • Enable the disposition of a business owner’s interest upon death or other separation from the business
  • Aid in attracting and retaining valuable employees and
  • Be used to reward faithful employees

Business Retirement Plans and Employee Benefits

We have the experiences and resources to help you design, improve, and execute an efficient benefits package for your company. We offer:

  • 401(k) Defined Contribution Plans
  • 403(b) and 457 Plans
  • Fully-insured Defined Benefit Plans
  • Solo 401(k) Plans
  • SIMPLE IRA Plans
  • SEP IRA Plans
  • Cafeteria plans
  • Group health benefits
  • Group Long-Term Disability Insurance
  • Group Life Insurance
  • Group Long-Term Care Insurance
  • Qualified Sick Pay Plans
  • On-site and distance employee education
  • Individual employee financial consultations
  • IRAs and Roth IRAs
  • Individual health and disability insurance
  • Rollover services
  • Nonqualified deferred compensation

Other Items We Address

  • Financial statements
  • Business Continuation Concepts
  • Employer owned life insurance
  • Key employee life insurance
  • Business valuation
  • Executive bonus arrangements
  • Entity buy-sell agreements
  • Cross-purchase buy-sell agreements
  • One-way buy-sell agreements
  • Disability buy-out agreements
  • Section 303 stock redemptions
  • Shifting future business growth
  • Transfers for value
  • Executive bonus arrangements
  • Split-dollar life insurance


Contact us to get started.