Small Business Benefits

Businesses of all types and sizes are constantly being challenged to do more with less. For small businesses though - many of which are operating with essentially no margin of error - the challenge is intensified. One mistake or missed opportunity could easily place a financial hardship on the business.

L. M. Kohn & Company understands the ups and downs, and ins and outs of running a small business because we are a small business. We have worked closely with many businesses in developing innovative financial management and employee benefits plans that are tailored to the needs of the organization as well as the individuals who run it. Our business products and services include:

  • Asset Management
  • Cash Management
  • Retirement Planning
  • IRAs
  • 401 (K)s
  • 403 (B)s
  • Pension Planning
  • Profit-Sharing Plan Management
  • Insurance Monitoring
  • Investment Monitoring
  • Individual Financial Planning
  • Private Investment Management

We not only help in developing sound management strategies and cost-effective benefit plans, but we are also available to meet with individual employees to answer questions and educate them on other financial planning and investment services.