Business Owners

Succession Planning

What happens to your business when one of the owner’s die or become disabled? Without a strategy and some funding it could put your business in jeopardy.

Disability Income Protection

Most of the business’ cash flow is going to cover overhead, salaries, marketing, etc. Imagine one of the owners or key employee’s get disabled. How will the business pay your income and cover the extra manpower now needed to keep things going?

Retirement Plans

We can help decide what plan is appropriate for you and what investment options are appropriate to help you achieve your goals.

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