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Solutions for Businesses

If you own a successful business, you know the meaning of hard work and what satisfaction truly feels like. If you also have the responsibility of supporting a family, you know what it's like to occasionally accomplish the impossible.

Here are some of the services we offer for Business Owners:

Employee Benefit Packages

Designed to enhance your efforts to attract and retain company employees and key contributors.

Retirement Planning

Offering qualified and non-qualified plans to help owners and employees build financial independence.

Executive Compensation Strategies

Deliver the kind of benefits, compensation, and tax advantages that reward and motivate your key personnel.

Employee Education

Sessions explaining retirement packages and seminars on a variety of financial topics.

Business Continuation Strategies

To help ensure your business succeeds when you retire, or in the event of a premature death or disability.

Key Person Planning

To maintain continuity during and after the loss of a key employee.

Qualified Retirement Plan Services

Which can include selection, implementation and plan audit.

For more information, please email or call me at (804) 665-1532.

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