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Business Planning Services

Business Succession Planning, Business Protection, and Employee Benefits. 

A number of creative financial devices can be used to more effectively and efficiently finance a small business, providing better financial incentives for employees and more cost effective stability for its owners.

Business Succession

  • Retention of the Business for the Family
  • Sale of the Business to Co-Owners, Employee or 3rd Party
  • Planned Liquidation of the Business

Business Protection

Employee Benefits

  • Group Health, Life & Disability Insurance
  • Qualified Retirement Plans
  • Non-Qualified Key Executive Compensation

To set an appointment to discuss your individual situation, please call us at (800) 925-2050 or send us an Email.