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For business owners

For business owners
Business owners face unique financial planning challenges. One the one hand, there are needs associated with the business. On the other hand, business owners are people too, and have personal financial issues they must address. 

What would happen if you could no longer run your company?
As a business owner, you need to make sure that the business is protected in the event that you, or a key employee or partner, are unable to work – as a result of extended illness, disability, or death. Do you have structures and protective measures in place to ensure the operation of the business without you?

How are you attracting and retaining top talent?
In order to hire and keep good people in today’s labor market, it’s important to offer competitive benefits. Top executives can additionally benefit from tax-efficient retirement programs.

How we can help
We offer:

  • Succession planning strategies
  • Exit planning
  • Buy-sell funding
  • Key-person insurance
  • Executive compensation design
  • Retirement planning

The truth about money is…
Most business owners don’t know the value of their largest financial asset: their business.

Your personal needs deserve attention, too
It’s easy to get caught up in the needs of the business. Don’t neglect your personal finances in the process.