Strategic Tax & Benefit Planning for Businesses

Bayntree specializes in helping you utilize your pre-tax dollars as effectively as possible.

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For Business Owners

Bayntree's collaborative planning process incorporates your trusted business advisors to create a true team approach. We help empower you to use your pre-tax dollars as effectively as possible.

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Identify Proactive Tax Strategies
Evaluate Employee Benefits
Develop Business Risk Strategy
Establish Owner-Only Benefits

For Benefit Planning

Leverage our wealth of experience utilizing pension plans for tax planning and enhancing employee recruitment and retention. We can help you in crafting a streamlined, cost-effective benefits package that support your personal financial objectives and your employees' needs. Strategically aligning your employee benefits strategy with the overall business objectives will enhance your company's growth and financial health.

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Reduce Expenses By Eliminating Inefficiencies
Reduce Trustee and Fiduciary Liability Risk
Increase Plan Services Offered to Employees
Evaluate Employee Benefit Plan Options
Financial Planning Retirement Services

With Bayntree, You Can Retire With Confidence

Income Planning

Get an income plan designed to provide you with financial security and meet your income goals for retirement.

Investment Management

Build a customized investment strategy to achieve long-term financial goals that keep you focused and on track.

Tax Strategies

Understand the value of a financial plan crafted with tax planning in mind to help minimize your taxes and maximize your savings.

Risk Management

Protect your assets with strategies that help safeguard against rising healthcare costs, market volatility, inflation and longevity.

Legacy Planning

Design an estate plan to provide for your loved ones, minimize taxes and expenses, and carry out your wishes.

Imagine Living the Retirement
of Your Dreams

Think of what you could do. Start planning for that life today.

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