Group Benefits
- Financial planning seminars/counseling
- Employee benefit cost control
- Group life, health, and disability income insurance
Business Ownership Transference Consultation
- Buy-Sell Funding
Finding a buyer for your business - Stock Redemption
Insure sale price and funding - Recapitalization
Shift tax liability on future corporate growth - Installment Sale
Amortize your tax liability - Private Annuity
Sell your business to structure lifetime income - Shareholder liquidity and capital formation
Selective Compensation Programs
- Deferred Compensations & 401(k) Plans
Shelter income from current taxes - Salary Continuation Plans
Receive tax-free income - Split-Dollar Insurance
Minimize out of pocket costs using corporate leverage - Key-Person Insurance
Help with preventing severe economic loss to business - Pension / Profit-Sharing Plans
Designed to favor owners and key employees
Special Services
- Business Valuation
Assistance in business valuation to facilitate sale or estate tax considerations and incorporation feasibility studies - Financial Counseling
Coordinate all financial goals with fringe benefit analysis, pension fund management selection and evaluation
Wealth Management
- Employee stock option exercises
- Alternative investments
- Restricted and control stock sales
- Liquidity solutions, hedging strategies
- Loan advance and credit advance
- Asset protection
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.