Business Planning
Working closely with your legal and tax advisors, we can help you reach your business and estate planning goals.
We provide solutions that will help to maximize your personal benefits, provide the benefits needed to recruit and retain employees, protect against the loss of key employees, and create ownership sucession strategies. These solutions can help build your business and transfer wealth to future generations. Once your customized plan is in place, we continue to support you by conducting ongoing reviews to ensure that the plan is on track.
Personal Planning
Protecting what you have today, and planning for the future. It helps to have a knowledgeable financial professional or advisor who undestands your goals whether your're focused on accumulating wealth, living in retirement, protecting your assets, or creating a legacy.
Services we provide
- Business Succession and Transfer
- Buy/Sell Agreement Funding
- Executive Benefits
- Key Partner Insurance
- Employee Retirement and Benefits
- Business Overhead Expense Protection
- Trust and Estate Planning
- Retirement Planning
- Portfolio Building
- College Funding
- Assest Protection
- Long-Term Care Planning
