Business Owners

If you own a Business, we will look at how you can leverage your business to help support your personal financial goals. As a business owner i'm sure you are aware there are a number of laws designed to protect your employees, but there are far fewer options to help you fund your own retirement.

  • Payroll Deduction Life Insurance

  • Group Health Insurance*

  • Group Disability Income Insurance

  • Simplified Employee Pensions (SEPS)

  • Simple IRAs

  • Traditional 401(k) Plans

  • Profit Sharing Plans

  • Key Person Insurance

  • Buy- Sell Agreement Funding

  • Cafeteria Plans - IRS Section 125

  • Business Overhead Protection

  • Executive Bonus

  • Deferred Compensation