Small Business Owners have unique financial needs, challenges and risks.

It's a fact:

Meeting

Here's the Good News.

Now you have more ways than ever to protect yourself, your family and your business from financial risk.

If you have partners or key employees who are critical to your company's success, you can leverage the tax code to lower that risk, as well.

You can even leverage the tax code to create a retirement plan that you can grow, access and replenish before you retire while avoiding market risk. 

Control and flexibility.  That's good news.

Strategies

Life Insurance with "Living Benefits"
Business Partner Buy/Sell Plans
Business Owner Retirement Plans

Disability Insurance
Business Overhead Expense Insurance 
"Be Your Own Bank" Plans

Key Man Bonus & Retirement Plans
Long Term Care Insurance
Company-Owned Life Insurance

Let's Talk.

No matter where you live in the United States, we can discuss your needs by phone or in an online meeting.

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