Business Solutions
- Executive compensation
Executive bonus - Key person protection
Protecting the business from loss of a key employee - Supplemental Executive Retirement Plans
When 401(k)s are not enough
- Business Continuation
One-Way, family, and third-party Buy-Sell solutions - Informal Business Valuation
For strategic planning, financial decisions and retirement planning - Business Succession
Transferring the business at a fair price
Exit and Retirement Planning
- Discovery, goal definition and prioritization, risk assessment
- Wealth accumulation, preservation and dis-tribution strategies
- Retirement planning accumulation and tax-free income strategies
- Social Security optimization
- Situation needs analysis
- 24/7/365 Plan access with auto external data updates.
- Asset allocation review with risk and prob-abilities analysis
- Insurance review
- Plan creation working with a CERTIFIED FINANCIAL PLANNER®(CFP®) professional
Investment Advisory
- Investment Policy Statement (IPS) construction – based on a formalized plan
- Independent/objective investment and management due-diligence, screening, and selection
- Advisory and oversight services provided by an ACCREDITED INVESTMENT FIDUCIARY® (AIF®).
- Independent and objective third-party reporting
- Secure 24/7 account access
- Institutional management available for selected accounts
