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”