Businesses / Business Owners

Volk and Associates Inc. provides financial and retirement planning as well as investment counseling services to small businesses, corporations, personal plans, charitable foundations and other commercial and non-profit business institutions. The firm works closely with the business owner and the owner\’s existing business advisors, such as accountants, and pension administrators, to achieve overall financial objectives.

Retirement Plans & Employee Benefits (Including Insurance)

  • Determining best suited plans
  • Deciding between qualified plans (including 401k) and non-qualified plans
  • Designing executive and key employee compensation
  • Designing Cash Balance Plans for business owners and professionals
  • Evaluating adequacy and cost-effectiveness of current plans
  • Analyzing Plan Investments
  • Conducting personal financial planning seminars for employees