Corporate Solutions

Financial Services for Businesses

Today's business owners need to provide financial and insurance solutions not only for themselves, but also for their employees and business as well.  Smith Financial Planners' associates can offer a variety of products and services to help business owners meet their specific needs.

Executive Compensation Programs

With Smith Financial Planners' Executive Compensation solutions, our associates can help business owners design plans to attract quality employees and retain key personnel.

  • Deferred Compensation

  • Executive Bonus

  • Split Dollar

  • Section 419 DBO Plans

Business Continuation Programs

Smith Financial Planners offers a variety of solutions that can help a small business owner transfer business ownership and protect the future of his/her company.

  • Buy-Sell Arrangements

  • Business Continuation Strategies

Retirement Plan Solutions

It's important for a business owner to invest not only in his/her company but also in the employees that work there. Smith Financial Planners offers a variety of packages to help reward and retain personnel with tangible benefit programs such as:

  • 401(k)

  • Profit Sharing Plans

  • Pension Plans


  • Sole Proprietor 401(k)

  • Government 457 Plans