When you work with us, you get more than a financial service provider—you get a business partner.
With the support of our Wintrust partners, we can provide you with the lending, business banking, and treasury management services you need to most effectively and efficiently run your business. We work closely with you to understand your needs and objectives and help you achieve your long-term business goals.
We recognize the important role that providing a competitive retirement plan plays in attracting and retaining highly qualified employees. We also realize that there are many types of plans available, not all of which are necessarily appropriate for your business. Understanding the main types of qualified retirement plans is essential to making a wise choice. This is why our professionals work closely with clients to create a retirement program tailored to their needs.
Whether it is a profit-sharing plan, traditional or Roth 401(k), SEP or SIMPLE IRA, or a 412(i) or Money purchase pension, we can help you select the right plan for your business.
While education costs are on the rise with no end in sight, employer-sponsored college savings plans are becoming a more attractive and lucrative part of benefit packages. These plans can provide your employees access to tax-advantaged savings vehicles at low to no costs. Our professionals can help you select a plan that meets your needs without an administrative burden on your business.
For business owners with interests in real estate, we offer two powerful trust services to help protect and manage your property: Illinois land trusts and 1031 exchanges. These programs can provide many benefits for owners of business property including:
Succession planning is one of the most important financial planning initiatives for business owners. Whether your goal is to plan for retirement, retain key employees, or to ensure your assets are protected in the event of your death, our professionals can help ensure your business always runs smoothly. We will work closely with you to protect your legacies—regardless of what the future holds.
To learn more about the team and how they can help your business, please contact Terry Hughes, Director of Corporate Plan Services.