Businesses Owner Services

Business Evaluations

Buy – Sell Agreement Funding, Business Succession Strategies

Comprehensive Financial Planning for Business Owners

Business Risk Mitigation through Key Person Planning

Ownership Structure Analysis

Exit Planning Strategies

Considerations for Owner or Executive Bonus

Longevity Strategies for Key Employees, Stay Bonus

Benefits Designed Specifically for Business Owners

Tax Advantage Strategies for Business Owners

Non-Qualified Deferred Compensation Plans

Risk Mitigation - Disability and Life Insurance for Business Owners

Employee Financial Education Workshops

Qualified Retirement Plan Design and Implementation

Non-Qualified Retirement Plans

Payroll Deduction Plans

Group Benefits such as Medical, Dental, Disability, Life, and Long-Term Care Insurance

Section 125 “Cafeteria Plans”