Business Owners

Our Business Partnership Program

“As founder and Managing Principal of The KeyArx Group, my passion is to be a connector of people, my career has been based on helping people achieve their goals and solve the problems that keep them up at night. From this passion, I have developed a process that dramatically helps small business and employees across the country.” –Paul J. Cella, ChFC, CLU.
At KeyArx we know the bottom line or profit margin of your business is a key indicator of success. Cash flow is the lifeblood of the business and every dollar saved makes your business stronger.

Our comprehensive audit process examines many aspects of your business to determine how you can realize dramatic cost savings (typical annual savings of $25,000 to $50,000 per 10 employees). We look at areas such as, but not limited to:

  • Health and dental
  • Ancillary, supplemental and voluntary benefits
  • Bank loans
  • Procurement & supply chain solutions
  • Accounting and legal aspects
  • Qualified plans
  • Tenant leasing
  • Property & casualty
  • Payroll and human resources

The KeyArx Group has been chosen to partner with a firm with over 10,000 independent financial advisors across the country. Because of this partnership, we are able to offer this unique program to our business owners and professional clients.
Together, we have created customized and highly-valuable offerings that can be promoted through the KeyArx distribution network. This process identifies areas where these offers can add significant value to the business owner while helping them achieve other important objectives such as:

  • Employee attraction/retention
  • Tax reduction and asset protection strategies
  • Wealth creation and transfer strategies

As seasoned financial professionals, we are well versed in the unique needs of business owners. Our knowledge, experience and analytical skills give us the solid foundation upon which to build the customized solutions required to fulfill those needs. Our wide range of integrated services include:

  • Business continuity planning
  • Employee benefits
  • Executive rewards and retention
  • Risk management
  • Insurance
  • Wealth transfer
  • Retirement plans

We also recognize that it is often difficult to separate the financial needs of your business from those of your personal life. Consequently, it is vitally important to consider an integrated approach that addresses those key areas where your business and personal needs intersect. The KeyArx Group specialists are here to provide the professional guidance and innovative solutions needed to help ensure optimum performance at each critical juncture.