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Executive
Services Executive Planning
If youre a business owner, your business is probably your
largest investment. The following plans are to help business
owners in compensating key employees and to ensure its continuation.
We can assist in packaging your business for a buy this
service assist in valuing the company, explore avenues to
market the company and structuring the company based on the
objectives of the ownership group.
Even though most owners want to pass their business on to
there family or sell to co-owner, statistics show only 30
percent successfully pass to the second generation. We assist with non qualified planning or an ESOP may
be an excellent vehicle for business transfer.
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Retirement Plans
401(k) Plans
403(b) Plans
Money Purchase Pensions
Non-Qualified Deferred
Compensation
Profit Sharing Plans
Cross-Tested Plans
Defined Benefit Plans
457 Plans
ESOP Plans
Simple IRA
Enrollment Services
Onsite Enrollment
Multi-Location Enrollment
Web-Based Enrollment
Customized Benefit Materials
HIPAA Compliant Materials
Pre-Filled Enrollment Forms
Online Enrollment Materials
Customized Benefit Videos
Videos Accessible on Web
Benefit Web Site
Investment Advice
Insurance Advice
The CPActuaries Benefit
Objective Expertise
Knowledge
Support
Education
8000+ Funds No-load,
No Surrender Charge, No Trading Costs
............................................
WHAT THEY'RE
SAYING
You Go the
Extra Mile . . .
Miracle
Worker . . .
Immediate
Response . . .
Support During
Knee Surgery . . .
The Best Advice .
. .
Efficient and
Effective .
. .
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