About Us

At The Crossroads. In today's precarious business climate, the leaders are face to face with risk on steroids.

The Anatomy of Failed Succession.

True Stories. Read succession case studies.

West Coast Office
755 Baywood Dr., 2nd Floor
Petaluma, CA 94954

East Coast Office
4775 Linglestown Rd.,
Suite 100
Harrisburg, PA 17112

Ph: (415) 524-8266
Fax: (415) 448-5298


Executive and Employee Benefit Plans

Motivate and reward key staff as their contribution to your company increases.

Sustain Human Assets

Tax advantages are never reason enough to buy “off-the-shelf” benefit plans. When you have experienced counsel by your side, you can learn to provide significant benefits to employees and key executives, and at the same time achieve company objectives. There's no doubt you've run into different types of plans—401(k), payroll deduction insurance, executive benefit programs and supplemental executive retirement plans (SERPs). But which do you use? How do you use them, and when? We encourage you to rely on people who already have proved themselves in this arena—experts that always consider every aspect of every situation before making a trusted recommendation.

In this section of our web site, we address this topic in some detail. Our mission is to help you make sensible, effective judgments to strengthen your benefit programs. Please contact us and we'll respond within 24 hours.