What We Can Do For Your Business

 

How We Help Small Business Owners

 

  • Group Benefits: Medical, Dental, Disability Income, and Life Insurance
  • Long Term Care Insurance paid with Corporate Dollars
  • Retirement Plans: 401K, SEP, Simple IRA, IRA, etc.
  • Buy-Sell Agreement Funding
  • Key-Person Insurance
  • Split Dollar Insurance
  • Disability Income Buy-Out Insurnace
  • Business Overhead Expense Insurance
  • Retirement Planning Strategies
  • IRC Section 162 Bonus Plans
  • Personal Estate Planning with Corporate Dollars
  • Salary Continuation Strategies
  • Business Continuation Strategies - ESOP

 

What Can We Do For Your Business?

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck