Broker Check

Business Owners

As an entrepreneur, your business is likely your greatest asset. We’ll help you manage your wealth effectively by understanding the complexities of your business and aligning your investments with your vision.

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Concerns</span>

Concerns

  • Managing business finances.
  • Protecting the business against loss.
  • Attracting and retaining quality talent.
  • Providing retirement benefits.
  • Providing healthcare benefits.
  • Succession planning. 
  • Executive compensation.

 Solutions

<b>Employee Benefits</b>

Employee Benefits

Many business owners don't have the time to design, implement, and manage a retirement plan. We work closely with you to determine appropriate retirement plan options that help your business, your employees, and you individually pursue a financially secure retirement. 

<b>Succession Planning</b>

Succession Planning

There are two types of business succession: Planned and Unplanned.  If you can plan and orchestrate your exit from your business, it's truly the best of all worlds for you, your family, and your employees. We’ll help you and your business enter into desired circumstances after your exit through proper planning and collaboration with the other professional advisors in your life. 

<b>Buy/Sell Funding Strategies</b>

Buy/Sell Funding Strategies

Life insurance is designed to help protect a family in the event of the untimely death of a primary wage earner. But what protects a business in the event of a business owner’s death or total disability? One way to safeguard your business and protect it from a loss of revenue is to create a buy-sell agreement. Beyond offering advice on the agreement, we work with your attorney to determine the correct type of agreement and make sure you have the appropriate funding in place to execute it.

<b>Key Person Insurance</b>

Key Person Insurance

Key Person Insurance is Life or Disability Income Insurance on a key employee or partner, with the business serving as the beneficiary. This can offset risk by reimbursing your business for economic losses that occur or the cost of hiring and training someone new when a key person in your company dies or has health issues that cause them to stop or limit their work. We work with you to determine your business’ key personnel and evaluate affordable solutions for this liability.

<b>Executive and Key Employee Benefits</b>

Executive and Key Employee Benefits

Offering a benefit plan can attract and retain key employees. We help you determine and implement appropriate plans such as deferred compensation, long-term incentive plans (LTIP), carve-out, bonus, and supplemental executive retirement plans (SERP).

Let Us Give You Peace of Mind

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