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Strategies for Business Owners

Focusing on financial planning strategies for business owners, we provide comprehensive plans to help work towards your success. We approach planning for your business from a holistic standpoint, with our main focus being, that no stone is left unturned. With our team, we are a one-stop-shop for business owners to get all of their strategies from one place.

Financial Planning Services for Business Owners

  • Employer and Employee Benefit Plans – Helping you gain access to employer-sponsored benefit plans that work for you and your valued employees.
    • 401(k) – An employer-sponsored retirement savings account.
  • Succession Planning – Planning for your retirement or in the event that something should happen to you, making sure that your business continues to be successful.
    • Buy/Sell Agreements – Contracts outlining how partner shares in a business will be handled if something should happen to them.
  • Risk Management – Evaluating and providing strategies for risks that your business is inherently involved in the scope of its everyday operations.
    • Key Man Insurance – Specialized life insurance for key people in your business.
    • Life Insurance – Coverage for your employees and for you.
    • Disability Insurance – Coverage to replace a portion of income should an employee become ill or injured and can no longer perform their regular job duties.

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