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