Planning Services

Business and Individual Planning

• Business valuation, 
• Buy and Sell, 
• Stock Redemption
• Employee Benefits Review
• Capital Needs Analysis,
• Estate Analysis
• Retirement Planning
• Long Term Care Planning

Ceridian Benefits

• Benefits
  • FSA
  • COBRA & HIPAA
  • 401 K
• Employee Relations
  • Wellness Programs
  • EAP
• Compensation
  • Performance Appraisals
  • Mini-Mid-Max Analysis
• Staffing
  • Recruiting
  • Background Checks and Drug Screening
• HR Administration
  • EEO Reporting
  • HR Comply
• Payroll