Business solutions

Do you have a key person in your business without whom your operations would be in jeopardy? Does your business have a plan if unfortunately, this person dies suddenly? Let us show you plans that can help with such unfortunate circumstances.

Multiple partners who work within a business can fall sick or get disabled. They are unable to work or run operations. Their family is helping them recover and cannot participate in the business.  Do you have an agreement or plan in place to provide for that business partner without disrupting business? We can guide you on a plan for such unforeseen circumstances.

Does your business have a buy-sell agreement between partners in case one of them passes away and their family cannot continue their role in the business? Does your business have ability to fund such an agreement? Let us help guide you, book a Free no obligation consult today.

In this environment of talent shortage, you need to have a plan in place to retain your best employees for the long haul. We can help you do just that. Plans that can save you tax dollars and provide great ancillary benefits for your star employee. 

Are your group health plans structured correctly to maximize tax incentives? We work with major health carriers to provide the best coverage and maximize tax incentives for you and your employees, reducing out of pocket premiums and improving benefits using Section 125 plans.