BUSINESS strategies

Designed for businesses who want Insurance or Investment Services and do not want to engage in Ongoing Financial Planning

Services Offered:

• Insurance Services

  • Insurance Needs Analysis

  • Insurance Strategies

• Investment Services

  • Portfolio Analysis

  • Brokerage Solutions

  • Investment Advisory Services

  • Employee Retirement Plans

BUSINESS Planning

Designed for business clients who want Ongoing Financial Planning advice that looks at the business’s overall financial situation.

Services Offered:

• Core Topics

  • Entity Structure

  • Ownership and Percentages

  • Financial Statements

  • Number of Employees

• Goal Based Topics

  • Cash, Capital, and Debt Management

  • Risk and Liability Management

  • Business Transition Planning

  • Succession/Business Exit Planning

  • Executive Benefits Planning

  • Employee Benefits Planning

  • Employer-Sponsored Plans

  • Key Employee Planning

  • Business Tax Strategies

  • Pension Planning

  • Corporate Employee Education

  • Access to Advanced Planning Specialists

• Coordination with Outside Professional

  • Attorneys

  • Accountants

*Financial plan recommendations can be implemented with the advisor of your choosing.  Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.  Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

** Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.