Our Business is Knowing Your Business
For most business owners, the business is really their retirement plan. There is constant reinvestment of “blood, sweat, and tears” and a great deal of money in operations over many years (and sometimes over generations!). We understand the endgame, however, is for you to ultimately achieve financial independence and take great care of your employees. We can help ensure that your company is a means to that end. A little financial confidence can mean a lot!
That’s why I’m offering businesses a fresh type of employee benefit – In Good Company financial education workshops (click here for details). Available over Zoom or in person, each workshop uses activities and personal insights to connect your team with the know-how to navigate a changing world.
With regards to your retirement, we start by getting to understand the roots of your business, your needs, and try to investigate the best solutions to help moving forward. Then, by taking these complex situations and boiling them down to actionable concepts, we aim to help craft lasting financial plans that should sustain for generations to come. As a trusted fiduciary and servant leader to your goals, we’re here for you every step of the way.
The following are some of the typical products and services that we provide for businesses:
Corporate Group Benefits
Corporate Retirement Plans (i.e. 401K, Pension Plans, SIMPLE IRAs, SEP, etc.)
Fee-Based Financial Planning
Informal Valuations (For Closely Held Businesses Only)
Advisory Services
529 College Savings
Annuities
Disability Income Insurance
Individual Retirement Account (IRA)
Split-Dollar Life
Long Term Care
Succession Planning
Buy Sell Agreements
Executive Benefits
Deferred Compensation Programs
Trust Services
*Representatives do not provide tax and/or legal advice. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax, or accounting advice. Clients should confer with their qualified legal, tax, and accounting advisors as appropriate.
