Retirement Strategies for Business Owners

We offer customized strategies designed to retain your best employees, protect your equity stake in your business and ensure smooth business transitions, such as:

• Business Succession Plans using Buy-Sell Agreements
• Key Person Insurance to protect your business (and family) if something happens to you
• Section 162 Executive Bonus Plans
• Split Dollar Arrangements

We can work with you and your team of advisors (attorneys, accountants, business partners) to help meet your goals.