About Highmark Corporate Solutions
Empowering business owners with strategic financial solutions for over two decades
Who We Are
With over 100 years of combined experience, HCS specializes in corporate planning, business insurance, corporate investments, and corporate retirement strategies for business owners. Our expertise includes buy-sell insurance with properly funded buy-sell agreements (cross-purchase and entity purchase), key person insurance for critical employees, and comprehensive business succession planning.
Our team of 17 dedicated specialists brings expertise in estate planning, legacy planning with charitable giving, shared critical illness coverage, tax-efficient investments including collateralized lending, executive benefits, group benefits, and employee pension plans. We work collaboratively with your accounting and legal teams to deliver unique strategies with unparalleled results.
Our Ideal Clients
Our work has the biggest impact when we partner with owners who have meaningful complexity in their corporate structure. That typically means:
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Incorporated professionals
Doctors, dentists, lawyers, engineers, and other professionals operating through a corporation.
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Business owners grossing $500K+ in annual revenue
Established operating companies with the scale to benefit from advanced corporate planning.
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Companies with retained earnings > $500K
Where passive income tax drag and the small-business deduction grind are real concerns.
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Owners thinking about their exit in 3–10 years
Far enough out to plan strategically, close enough to need real decisions made now.
If two or more of these describe you, a Corporate Health Assessment will pay for itself many times over.
Our Core Values
These principles guide every decision we make and every relationship we build
Integrity
We put your interests first, always operating with transparency and honesty.
Innovation
Creative strategies and modern solutions to solve complex financial challenges.
Partnership
We build long-term relationships based on trust, communication, and results.
Excellence
Delivering exceptional service and unparalleled results in everything we do.
What We Do
Comprehensive financial services designed specifically for business owners
How We Do It
Our proven three-phase approach to financial success
Comprehensive Analysis
We start by understanding your complete financial picture - your business, personal assets, goals, and risk tolerance.
Integrated Planning & Implementation
All components of your financial plan work together - investments, insurance, estate planning, and business strategies.
Ongoing Partnership
We're not just advisors - we're your long-term partners in achieving financial success and peace of mind.
Why We Do It
At HCS, we understand that business owners face unique challenges. Whether you need to protect critical employees with key person insurance, ensure smooth ownership transitions with buy-sell insurance and business succession planning, or optimize your corporate investments and corporate retirement strategies, we provide tailored solutions that work for your specific situation.
Our mission is to deliver unique strategies with unparalleled results. From estate planning and legacy planning to shared critical illness coverage and executive benefits, we're not just advisors - we're your long-term partners in protecting your business, securing your family's future, and achieving lasting financial success.
Ready to Get Started?
Let's discuss how our holistic approach can help you achieve your financial goals.
Book Your Corporate Health Assessment