Business Financial Services
Business Continuation Plans
- “Wait and See” Buy-Sell Strategy
- Business Structures
- Flow Charts
- “What’s Your Business Worth?”
Executive Benefits
- Owner Executive – Provides pre-retirement death benefits to executive’s family
- Plus Retirement Cash-Flow
- Non-Owner Executive – Controlled executive bonus. Great for executive retention
Retirement Plans
- 401(k) - Safe-Harbor – Cash Balance
Employee Benefits
- Group Health - Innovative solutions to today’s challenges
- Group Life – Dental – Disability – Critical Illness – Vision – Wellness Plans
Key-Person Insurance
- “Protect Your Most Valuable Asset”