Business and Executive Strategies/Employee Benefits

Business and Executive Strategies...


Develop and implement coordinated strategies designed to increase the value and potential of your business and to reward you and your key employees.


* 401k Rollovers
* Nonqualified Retirement Planning
* Buy-Sell Agreements
* Executive Bonus
* Employee Stock Options
* Deferred Compensation
* Key Person Insurance
* General Uses of Life Insurance
* Tax and Management Strategies

 

 

Employee Benefits...


Must have employer sponsored benefits in order
to serve the best interests of your business.

* Qualified Retirement Plan
- 40l(k)
- Pension Plans
- Profit Sharing Plans
- SEP Plans

* Group Benefit Plans
- Health Insurance - Multiple Carriers
- Health Insurance - Fully Insured
- Dental
- Life

* Section 125 and Cafeteria Plans, Disability Income, and Salary ContinuationBusiness and Executive Strategies
...

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck