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Business Secession Planning

Provides companies with assistance in planning and strategizing the formal withdrawal or separation of their financial assets from an organization or company.

Retirement Planning

Help businesses design, build and manage retirement plans. Whether you are a small, medium or large business, retirement planning may be a great way for your company to reduce its taxes and save for your financial future – all while you help your employees to do the same.

Buy-Sell Agreement

Every co-owned business should have a buy-sell, or buy out agreement the moment or soon after the business is formed. The buy-sell agreement protects the business owner in case a co-owner dies or becomes disabled. A buy-sell agreement acts as a sort of "premarital agreement" to protect everyone's interests, setting the price and terms for a buyout.

Insurance planning

Making sure that a company’s key man or key person is covered is only one aspect of insurance any business should consider. Whether you are a startup or an established company, insurance planning for your business is vital to its success and to ensure it continues after a crisis.

Disclaimer: This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. This piece is intended to assist in educating you about insurance generally and not to provide personal service.

Tax Efficiency

The strategic and informed process of minimizing tax liability when considering many different financial decisions. Basically, it may help a company keep more of its assets.


Every business should have a sound and smart investment portfolio. Whether it is stocks, bonds, mutual funds or the multitude of other investment opportunities.

Disclaimer: There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.