A Partner In Peace of Mind

BUSINESS PROTECTION

Questions you should ask yourself

 

 

  • Who would take over if something happened to you?

  • Would your family and/or business have financial resources continue?

  • Does the business have continuation plan in place, and is it funded?

  • What is your exit strategy from your business?

  • How do you attract, reward, and retain key employees?

  • Are you at risk to loosing employees to competitors?

  • What would be the impact to your business if a key employee dies or becomes disabled?

 

For the long term health of your business, 

you need to address all these issues -

and we have the solutions .

  • BUY-SELL AGREEMENTS

  • KEY PERSON INSURANCE

  • EXECUTIVE BONUS

  • EMPLOYEE RETENTION PLANS

  • WEALTH TRANSFER PLANNING

FOR INITIAL CONSULTATION

You’ve worked hard to build your business. Protect yourself and your key people with an integrated approach to your long term planning. Now you can secure more money for your future, and everyone in it.