Planning for Businesses

BIRNBAUM ADVISORY has the resources and skills to protect what is often a business-owner's most valuable asset: the company you have worked so hard to build.

Your objectives can be accomplished through our technical expertise in creative and sophisticated buy-sell and business succession strategies. 

We work with you and your other advisors to design and implement your qualified retirement plans, including 401(k), pension, and profit sharing plans.

Our knowledge of executive and deferred compensation, key person insurance as well as our work with group life, health, disability and long term care insurance, can improve your ability to attract and retain high quality executives and employees to better grow and secure your business.

BIRNBAUM ADVISORY operates as your single source to help you maximize your business solutions.