OUR SERVICES
Planning for Owners
Planning for Employees
Planning for Employees
We have years of experience helping business owners build their assets and plan for retirement. Ask us about:
- Retirement Planning
- Tax Deferral Strategies
- Portfolio Management
- Life and Disability Insurance
- Pension Planning
- Estate Planning and Equalization
Planning for Employees
Planning for Employees
Planning for Employees
Employee retention is a popular concern for our business owners. Ask us about:
- 401(k) / Simple IRA Plans
- Group Benefits (life, health, disability insurance)
- Key Person Insurance
- Split-Dollar Life Insurance Plans
- Safe Harbor Planning / Executive Carve-Outs
Planning for Business
Planning for Employees
Planning for Business
Every business is different with unique needs. Ask us about:
- Business Continuation Planning
- Cross-Purchase Plans (Buy-Sell)
- Entity Plans (Buy-Sell)
- Key Person Insurance
- Business Overhead Expense Insurance