Business, Estate, and Executive Benefits Planning

 

Financial Planning Strategies for Business Owners

 

When looking for help with business, estate, and executive benefits planning, the most important thing to consider is that the firm and advisor you are working with deal with this specialized field of financial planning on a daily basis.  We have over 25 years of experience in the field of financial planning and want to get to know your unique needs and wants.  We will help you navigate through all of the different options and help you construct a plan that fits your specific situation. We also have the staff to service your plan after implementation to ensure that the decisions you make today will be carried out in the future.

Here are the services we provide in this area of planning:

 

Business, Estate, and Executive Benefits Planning

 

  • Buy/Sell Funding
  • Key Person Life, Disability, and Long-Term Care Coverage
  • Business Succession Planning
  • 401(k) Plan Services
  • Executive Benefit Plans
  • Estate Planning