Our Services

Through strategic alliances throughout the country, 221^B Advisory Services, LLC. has access to more than 100 insurance companies to help ensure that the most appropriate strategy, product and/or service available is offered to each client. 
221^B Advisory Services, LLC., through its association with strategic advisors, offers objective advice, custom products, quality service and practical ideas about qualified retirement plans. We can help you develop and implement the plan that is right for your employees, your company and your industry.

We work with business owners who want to leave their business successfully but do not know how to accomplish that goal (exit planning for business owners).  In this process we utilize the owners advisors (legal, accounting, valuation and business consulting) or, if desired, specialists we recommend to help business owners maximize the value they receive on the sale or transfer of their business.

To provide competitive, high-quality benefit arrays that conform to the letter and the spirit of the regulations that govern them, 221^B Advisory Services, LLC. works to design plans that diversify executive wealth but have little or no impact on the corporation's balance sheet (non-qualified plan/executive compensation consulting). The choices among deferred compensation plans, supplemental employee retirement plans and/or a hybrid of the two can be carefully calibrated to contribute to the overall attractiveness of your financial benefits package. Within the deferred compensation market, an alliance with a national third-party administration company allows for up to date/current regulatory and financial compliance.

To supplement the strategies implemented through the corporation's financial benefits package, 221^B Advisory Services, LLC. offers customized personal planning services for your firm's executives (executive planning consulting).

We also offer financial planning and investment consulting services to corporate executives. These services complement the corporate-level benefits consulting, providing these key executives with an integrated financial strategy that addresses their lifetime wealth accumulation, distribution and transfer needs and requirements.

In addition, for individual clients 221^B  Advisory Services, LLC. addresses comprehensive estate planning, risk management and wealth management concerns and objectives to preserve their legacy in a discreet, comprehensive, efficient and appropriate manner.

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