Business Planning

A personalized approach to business owners focused on developing strategies to help achieve their long-term financial objectives in planning for succession, retirement, and other benefits.

Supported by:

1. Retirement plan services (401(k) plans, nonprofit plans, IRAs, and annuities)
2. Employee group benefits (life, disability, medical, and dental)
3. Executive fringe benefits
4. Business succession planning (buy-sell agreement analysis and funding)

*Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.