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At Business & Estate Advisers, Inc. we help businesses repair and revitalize their existing 401 (k) plans - improving service and implementing cost-effective changes. We also provide estate planning and transfer strategies for business owners and professional. In addition, our network of professional resources helps you find solutions to any business and financial issues you may have.

ringing quality to your retirement plan

A quality retirement plan helps employees invest for long-term security - giving them financial peace of mind. It also helps business owners attract and retain the best employees.

For more than 25 years, Business & Estate Advisers, Inc. has been helping businesses design, implement, and improve their retirement plans, including the popular 401 (k) plan since its inception in 1982.

We design your plan to provide employees with easy access to information and a variety of investment options through proven, well-known money managers. We provide timely compliance reporting. We educate employers on their fiduciary responsibilities and employees on the benefits of investing in their retirement plan - fulfilling employee educational compliance requirements set by law.

ducating your workforce

In a world where everything is digitized, computerized, or automated, Business & Estates Advisers, Inc. believes in a more personal approach to educating your workforce. We provide friendly, experienced professionals to explain the benefits of your retirement plan. We encourage active participation by holding old-fashioned employee meetings - informing, educating, and empowering you employees to invest in their long-term financial security.

state planning for individuals

Preserving your legacy. Planning your estate involves emotional as well as technical issues. Deciding who will benefit from your financial legacy can be difficult. Measuring the subjective importance of family members as it relates to your estate is not easy, and may require a great degree of soul-searching. We understand the difficulty of your decisions. We help by providing you with estate planning solutions - solutions designed to help transfer your wealth to your heirs in the most tax-favored ways possible. Utilizing a variety of estate planning tools, we safeguard your assets against excessive income and estate taxes - dramatically increasing the amount your financial legacy will leave to your children, grandchildren, and the organizations you wish to endow.

ransitioning from ownership to retirement

Do you have an exit strategy? Business owners face the day-to-day pressures of a competitive marketplace, deadlines, cash flow issues, employee relations, payroll expenses, and meeting their financial bottom line. With all these issues, they often forget to plan for their own future. We provide the expertise to plan for an orderly transfer of the business. We address business continuity to assist with buy/sell agreements, and execute benefits strategies to provide for a smooth transfer of leadership and ownership that minimizes income and capital gains taxes.

ustom solutions for your business needs

Every business is unique. We learn about your special needs by listening, and then create customized plans to address those needs. No problem is too big. We pride ourselves in thinking "outside the box" to provide solutions for even the most complex financial problems. Again, with our network of professionals, we can solve any problem.

tanding tall

At Business & Estate Advisers, Inc., we value your business and work to build long-term relationships based on mutual trust and integrity. Like the elk that stands alert to safeguard the others, we are just as vigilant in providing the superior solutions and service you need to plan your future with confidence.