Broker Check

Business Owners

If you own a Business, we will look at how you can leverage your business to help support your personal financial goals. As a business owner I'm sure you are aware there are a number of laws designed to protect your employees, but there are far fewer options to help you fund your own retirement.

  • Payroll Deduction Life Insurance
  • Group Health Insurance
  • Group Disability Income Insurance
  • Simplified Employee Pensions (SEPS)
  • Simple IRAs
  • Traditional 401(k) Plans
  • Profit Sharing Plans
  • Key Person Insurance
  • Buy- Sell Agreement Funding
  • Cafeteria Plans - IRS Section 125
  • Business Overhead Protection
  • Executive Bonus
  • Deferred Compensation