Broker Check

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”