Assistance for Businesses
- Access to lending services through our Affiliates
- Cash management services
- Payroll services
- Property, liability and commercial insurance
- Retirement plan solutions
- Executive stock options
- Succession planning
- Merger and acquisition services
Assistance for Non-Profit Organizations
We share your passion for philanthropy and are ready to provide integrated solutions to help your organization achieve its vision:
- Assistance with planned giving program design and implementation
- Marketing and development initiatives
- Customized investment management
- Assistance with preparation for audits, financial statements and state insurance reporting.
- Cash flow projection models, risk management and financial guidance to help planned giving pools pursue the maximum level of steady, sustainable growth
