BUSINESS FINANCIAL SERVICES

Planning for you and your business - We have a comprehensive planning and monitoring system to track your progress.  For information on this system click here.

Retirement Plans – There are numerous retirement plan alternatives for businesses.  We will analyze your current situation and provide alternatives based upon your needs and objectives.

We will work with you as your business grows to address any necessary changes to your plan. 

Tax Reduction & Asset Protection Strategies – Tax deferral and asset protection strategies are available for successful business owners.  These strategies may help provide current year tax deductions, estate planning opportunities and asset protection.  We will work with you to determine the strategy that fits your needs.

Life Insurance – Protection for business owners and their families is an important piece for continuation of the business and providing resources for the families in case of a death.  This includes coverage for the owners, funding a buy-sell agreement and key-man insurance.

Diversify Your Investment – Running a successful business requires dedication and hard work.  It is easy to become so wrapped up in day-to-day operations that you overlook the need to make investments in anything but your business.

We work with business owners to balance their business investment through a variety of investment alternatives. 

 Business Succession – Business succession planning is vital if you want to maximize your investment in your business and preserve assets for your heirs.  Keeping the business in the family is most likely if one or more family members work in the business.  There are numerous planning opportunities that we can assist you with in this area.

Employee Benefit Packages – Group life, short & long term disability, vision, dental and health insurance plans are available.