Business Services
For the Business
Families | Corporations | Institutions
Selective Compensation Program
- Deferred Compensation and 401K Plans - shelter income from current taxes
- Salary Continuation Plans - receive tax-free income
- Split-dollar Insurance - minimize out of pocket costs using corporate leverage
- Pension/Profit-sharing plans - designed to favor owners and key employees
- Keyman Insurance - prevent severe economic loss to business
Ownership Transference Techniques
- Buy/Sell Funding - guarantee a buyer for your business
- Stock Redemption - insure sale price and funding
- Recapitalization - shift tax liability on future corporate growth
- Installment Sale - amortize your tax liability
- Private Annuity - sell your business and receive a lifetime income
- Shareholder liquidity and capital formation
Group Benefits
- Financial planning seminars and counseling
- Disabiltiy income insurance
- Employee benefit cost control and administration
Special Services*
- Assistance in business valuation to facilitate sale or for estate tax considerations offered through a third-party vendor.
- Incorporation feasibility studies
- Financial counseling - coordinate all financial goals with fringe benefit analysis
- Pension fund management selection and evaluation
Wealth Management
- Employee stock option exercises
- Alternative investments
- Restricted and control stock sales
- Liquidity and hedging strategies
- Loan advance and credit advances
- Asset protection
Investment Planning
- Cash management strategy
- Asset diversification
- Risk-reward analysis
- Performance Monitoring
*Some services are provided through referral to third parties.