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Business Owners

You run your business

You are busy and your time is valuable. There are certain financial situations faced by your business and family that may not get your full attention. Our focus is to make sure that you get the information you need to help you protect your business and family.

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Qualified Plans

One of the benefits of owning a business is that you have tax-favored options to save for retirement that non-business owners don’t have. Your business can sponsor a qualified plan which may be designed to drive the majority of the benefits to you.

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Non-Qualified Plans

Part of sound business practice is to assure that your key people are compensated in a way that rewards their past performance and encourages future performance. There are several tools available to help you provide targeted benefits to you and your key people.
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Business Transition

A big portion of your retirement plan is probably dependent on selling your business. With a carefully crafted business transition plan, you can help meet your retirement goals and successfully transfer your business
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Business Continuation

Have you taken the steps to ensure that your business will continue to run smoothly if you were to lose a business partner? Have you considered what will happen in the event of divorce, disability or even worse, death?

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