Business Planning

You know what it takes to build a successful business. It takes vision, preparedness, skills, and desire — not to mention a focused dedication to achieving your goals. If you are like most business owners, you’ve worked hard and made many sacrifices to grow your business. That’s why you should put just as much energy into protecting it as you did building it.

Most business owners spend the majority of their time working in their business instead of on their business. We can help ensure that the business protection needs that are critical to the long-term success of your business are taken care of.

We offer a broad selection of strategies that will help a business owner maximize their planning for their retirement including the following:

• Tax-leveraged, discriminatory executive benefits including life insurance, disability insurance, and long term care insurance
• Employee Benefits include 401k plans, group whole life insurance, group disability insurance, and education seminars for employees
• Succession Plans including exit strategies and business buy-sell planning