Strategic Business Planning

Business owners operate in a completely different financial world than their employees.  As there are many different tax structures that affect their world; there are also many different potential retirement plans that could be used.  The Department of Labor,, lists 7 possible plans with advantages and disadvantages.  We contend that there are even more ways to efficiently save for retirement and sometimes protect your business or family at the same time.

We have expertise in assisting business owners select the proper plan for their needs and budget.  Properly structure Section 79 Life Insurance Plans, Buy-Sell Agreements, Executive carve-outs, Private Placement Life Insurance, Captive Insurance Companies and others can be used to maximize the savings and tax advantage to the business, the owner and the owners’ families.  We have great resources in each of these areas and an ability to customize a plan for your needs.

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