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Business Planning

If you are like many of our clients, your business represents a large part of your net worth and a large part of your life. We offer business solutions for the owners and key executives, and we offer solutions for your employees as well:

Business Owner and Key Executive Plans

  • Key Person Indemnity Plans
  • Buy-Sell Strategies and Funding
  • Executive Bonus Plans
  • Supplemental Retirement Programs
  • Deferred Compensation Arrangements
  • Executive Carve-Out Plans for Life and Disability
  • Financial Planning for Owners and Key Executives

Employee Plans

  • Group Health, Life, Long Term Disability Plans
  • Voluntary Life, Critical Illness, and Accident insurance
  • Retirement Plans (SEP, SIMPLE, 401k, Profit Sharing, Defined Benefit)
  • Multi-Life Discounted Disability Income and Long-Term Care Coverages

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