Business Services

Business Continuation Planning
 

  • Salary Continuation Programs
  • Buy-Sell Agreement Funding
  • Key Person Life Insurance

Key Executive Programs
 

  • Deferred Compensation Plans
  • Executive Bonus Plans
  • Split Dollar Life Insurance Plans
  • Long Term Care Plans
  • Executive Disability Income Plans  

Employee Benefit Programs

  • Analyze Current Benefit Programs
  • Group Health Insurance (Fully Insured and Partially Self-insured)
  • Group Life, Dental, Disability, Vision and Long Term Care
  • Negotiate for Products\Renewals\Administration
  • Benefit Communication and Enrollment
  • 401(K) Profit Sharing Plans
  • Defined Benefit Plans
  • KEOGH Plans
  • Simple IRA
  • Employee Assistance Program (EAP)
  • IRS Section 125 (Cafeteria Plan)

 To learn more about these important Business Planning concepts and how they can work for you, Click here to contact a business planning advisor, or call 713-426-1870.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck