Running a business has many challenges. Above and beyond your day-to-day operations, you all need to think about benefits — do you have the right retirement plan and benefits for you and your employees? Have you chosen the right insurance to protect your business for all those “what ifs”?

We’ll also review the insurance you have, we can make sure your business is adequately covered. If you need a better plan, we’ll work with you to find the right coverage to protect you and your business.

We can also help you with managing certain benefits packages. River Birch can recommend the retirement plan that works best for you and your organization. We can help set up the plan and manage it for you and your employees.

Finally, we’ll help you develop the right succession plan that will work for your particular kind of business. Whether you want to eventually sell your business or pass it on to the next generation, we offer a customized solution to meet your business and individual needs, always guiding you through this process, so you can move on from your business when you’re ready and on your own terms.