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Business Owners

We offer financial solutions that help build and protect your legacy within your business. 

Protect Your Investment in Your Business

Protect Your Investment in Your Business

  • Business Succession Planning
  • Buy Sell Strategies
  • Key Person Insurance
  • Estate Plan Integration
Reward Key People in Your Business

Reward Key People in Your Business

  • Financial Planning for Key Employees
  • Non Qualified Selective Benefits
  • Deferred Compensation Plans
  • Salary Continuation Plans
  • Executive Bonus Plans
  • Split Dollar Arrangements
Attract and Retain Quality Employees

Attract and Retain Quality Employees

  • Retirement Plans
  • 401(k)
  • Profit Sharing
  • SEP and SIMPLE IRA
  • 403(b)
  • Defined Benefit

We develop custom strategies to help you build and protect your business wealth.

Incorporating risk management, executive benefits, business succession planning, we work with you to help implement a proper strategy.

Questions?  

Please call us at (704) 736-0388