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Strategies for Businesses

Business owners can take control of their finances with approaches designed for a broad range of needs and hundreds of product choices to implement these strategies.

Businesses Implementation Client centric Chart

Employee Benefits, Plans, Pensions & 401(k) implementation

Recruit. Retain. Reward. Retire. The four “R’s” drive any compensation and benefits program. We will help you evaluate your employee benefit programs to be certain they are aligned with your goals and objectives and maximize the value to both your enterprise and your people.

Business Succession Planning

Whether your business is a one-person operation, a partnership, or a closely held corporation, a business continuation plan should be a component of your overall strategy. What would happen to your business if you were to die today or become disabled? Would your family’s need for income and funding for their future plans be met? We can help you develop the right strategies to address the business continuation and family protection issues raised by these questions.

Key Person Planning

Every successful business employs key personnel. Have you considered the impact to your business if you unexpectedly lost such a person as a result of a premature death or disability? Would it lead to a disruption in management, the loss of earnings and customers, delayed product launches, or credit issues?

Employee Financial Planning & Seminars

Many of your executive-level employees have the same or similar financial planning questions and concerns that you have. We believe that helping these employees plan their financial future increases morale and increases employee productivity while potentially reducing overall costs to your business. In addition, many employees benefit from educational seminars on financial planning, retirement planning, and long-term saving and investing.

Executive Benefits & Deferred Comp Plans

Rewarding and retaining valued employees is the best way to grow and sustain your business. Executive benefit and deferred compensation plans can also provide the business with additional tax advantages. We have the experience and financial insight to implement bonus plans, cost-sharing plans, deferred compensation plans, and other nonqualified retirement plans.

Life insurance and annuities are issued by Equitable Life Insurance Company (New York, NY) and by various unaffiliated companies. Disability insurance, long-term care insurance and health insurance are underwritten by unaffiliated carriers and offered through Equitable Network, LLC, an insurance brokerage affiliate. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.

1 Fee-based financial planning is offered by financial professionals who are investment advisor representatives.

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