Broker Check

Business Strategies

Employee Benefit Packages Designed to enhance your efforts to attract and retain company employees and key contributors.

Retirement Planning Offering qualified and non-qualified plans to help owners and employees build financial independence. This includes 401(k)s, IRAs, and Pension Plans.

Executive Compensation Strategies that deliver the kind of benefits, compensation, and tax advantages that reward and motivate your key personnel. This includes non-qualified deferred compensation plans.

Business Continuation Plans Help ensure your business is protected in the event of a premature death or disability of a key employee/executive/partner/owner and is properly prepared for future retirement(s). This includes buy-sell agreement funding and key person insurance.

Employee Education Company employee learning sessions explaining retirement packages and seminars on a variety of financial topics such as Social Security, Retirement, Long Term Care and Investments.