Ask yourself these important questions:

• Do I have a plan for my business when I retire?
• Is my business capable of continuing its success in the event of my or my partner’s untimely death or disability?
• Is my family adequately protected if something were to happen to me?
• Have I done everything I can to attract, retain and reward the key employees that are critical to my business?

If you answered “no” to any of these questions, you may want to consider implementing a formal business planning strategy. Proper planning can help you protect your business, attract and retain key employees, and help ensure that your business transfers in the manner in which you choose.

No business plan is complete without a financial strategy for the unexpected. Start by exploring all your protection options. Then develop a long-term strategy that can help protect the continuity of your business should you, a partner, or key employee decide to retire, leave the business, or unexpectedly dies or becomes disabled.

Most business owners spend the majority of their time working in their business instead of on their business. We can help ensure that the business protection needs that are critical to the long-term success of your business are taken care of.

Business Planning

Business Investments

> Corporate Accounts
> LLC Accounts
> Single 401(k) Accounts
> SEP IRA Accounts
> Cash Balance Plans
> 401(k) Plans
> Roth 401(k) Plans

Business Risk Protection

> Key-Man Insurance
> Buy-Sell Agreements
> BOE Insurance