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.
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.