Business Planning
Helping your business succeed.
Business Protection
We assist our business clients with protection solutions. As a business owner, these solutions may be beneficial to you, your company, and your employees.
Group Life / Disability / Health Insurance
A single umbrella for life, short and long term disability, health and dental insurance coverage that extends to a group of people under the same entity. By purchasing group coverage through a company, its employees will participate and benefit guaranteed eligibility and insurability. We also provide global insurance coverage plans for both US and non-US citizens living abroad.
Business Retirement Plans
Choosing with retirement plan is right for your business can be very complicated. We can help you make that decision with some basic information about your business.
Retirement Plan Options:
- Traditional 401(k) - for medium size companies
- Solo 401(k) - for small companies with only an owner and spouse as employees
- Simple IRA - For small companies with less than 100 employees
- SEP IRA - for small companies with one to several employees
- Defined Benefit Plans - Traditional pension plans
Succession & Estate Planning
From an estate planning perspective, transferring assets to younger generation as early as possible, allows you to remove future appreciation from your Estate, minimizing taxes for your heirs. We also provide assistance with the funding for your Estate Planning needs.
Business Buy/Sell Insurance
We provide, through our top rated and highly recognized insurance companies, the proper coverage to place the funding for the agreement that is a legally binding contract, which stipulates how a partner's share of a business may be reassigned if that partner dies or otherwise leaves the business.
Business Disability Buyout
Insurance designed to provide the funds needed to purchase a disabled owner or partner’s interest in the business if they become disabled.
Executive Benefits
· Key-Person Protection / Bonuses
· Split Dollar
· Deferred Compensation