Business Owner Services
As an owner of a business, you generally have all of the same financial planning needs as anyone else, and then some!
Aside from what may be daunting challenges of running a successful business, we ask our business owner clients these questions:
- How can the business provide you with value even long after you leave it?
- Are you and your family protected from health related problems of you or a business partner?
- How might you plan to efficiently pass the business to the next owner?
- How might you have the business pay for much of your personal financial planning?
- How can you potentially use financial planning vehicles to reward and motivate key employees?
Many of the answers to these key questions are found in our Business Owner Services:
- Business Retirement Plans
- Life Insurance
- Business Continuity
- Business Succession
- Wealth Transfer to next Generation
- Partner/Owner Protection Plans
- Key Employee Retention
- Long Term Disability Plans
- Long Term Care Insurance