Clients: Business Planning
Business Protection Planning
- Buy-sell arrangements & funding options
- Business evaluation
- Business overhead expense
- Key-person insurance
Business Succession Planning
- Closely-held businesses
- Estate equalization
- Trusts and gifting strategies
Employee Benefits Planning
- Group Insurances: Life, Disability, Accidental & Critical Illness, Medical
- 401K, SIMPLE IRA, SEP IRA
- Deferred compensation plans
- Pension and profit sharing plans
- Executive bonus plans