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Services for Business Owners

At Allison Wealth Management, we serve a number of small businesses and non-profits in a wide array of industries. Often, the owners face a number of day-to-day responsibilities and decisions and, as a result, don’t have the time to focus on important financial strategies, be it a benefits package for their employees or their own personal exit plan. We offer a wide range of services, including:

Retirement Plans

Many business owners want to provide a retirement plan, but aren’t sure how to implement one that is competitive, affordable, and benefits both the employer and employees. We work closely with you to determine appropriate 401(k), 403(b), and 457 plan options, as well as profit sharing plans, cash balance plans, and pension plans. For your employees, we provide education workshops and personal financial planning services designed to help them better prepare for their future retirement.

Executive Benefits

Offering a competitive executive benefits plan can attract and retain key executives. We help you determine and implement appropriate plans, such as executive bonuses, deferred compensation, salary continuation, and supplemental executive retirement plans (SERP).

Group Benefits

Providing quality, affordable healthcare coverage is a significant challenge for many employers. We evaluate the design of different benefits packages to determine the best pricing structure and offer advice on implementing such options as cafeteria plans that allow for employee cost-sharing through tax deductible contributions.

Succession Planning

It is important to have a plan for when you will eventually exit your business, whether it’s selling, going public, or transferring it to a family member. We work with you to create a comprehensive exit strategy that helps ensure you have a plan for the expected and unexpected. A thorough succession plan can help mitigate taxes, prevent a loss of control over the final disposition of your company, and avoid a decline in the value of your business in the event of your death or unexpected disability.