Succession Planning: We work with business owners to ensure that if something happens to them, the business moves in the intended direction without disruption.
Protection Planning: We help business owners to protect themselves, their business, and their families by exploring the use of insurance as a means of protection.
Retirement Planning: We discuss the different retirement vehicles available to business owners and how they can help save for retirement and lower their business taxes.
Discussions on Operating Agreement: We discuss with business owners how an operating agreement can protect their business and their family from the unexpected and work to implement an operating agreement for each business owner.
401k Setup and Management: We work with business owners to implement a 401k plan (or similar) and then help to manage the plan for the business owner and employees.
Employer Benefits: We discuss package benefit plans and a la cart options that might be of interest to the business owner.
