Our Solutions
01
Protector Plan
Growing businesses prioritizing robust asset/employee protection, streamlined benefits, compliance, and a secure work environment. Essential for foundational financial security.
Plan Design
- Comprehensive Risk and Insurance Assessment
- Group Medical Benefits Cost & Coverage Review
- Group Life & Disability Cost & Coverage Review
- Group Retirement Benefits Cost & Structure Review
- Wellness Benefit Analysis
Benefits
- Cost Effective & Efficient Strategy to Manage Risk & Benefits
- Centralized Insurance Procurement & Management
- Centralized Medical Benefits Procurement & Management
- Centralized Retirement Benefits Procurement & Management
- Quarterly Employee Retirement & Insurance Benefit Check-ins
- Quartery Management Risk & Performance Review
02
Integrated Wealth Plan
Established business owners ready to align personal financial goals with business success, optimize tax outcomes, and build significant personal wealth and legacy through their enterprise.
Plan Design
- Business Owner Integrated Tax Strategy Strategy Review
- Key Person & Basic Succession Planning Analysis
- Estate Plan and Operating Agreement Alignment Analysis
- Business Owner Retirement Strategy Design & Management
- Business Cash-Flow Strategies Using Life Insurance Analysis
Benefits
- Tax Efficient Wealth Accumulation Strategy & Peace of Mind
- Asset Protection & Plan
- Tax Efficient Wealth Strategy
- Succession Strategy & Plan
- Protection for Business Owner Family
- Semi-Annual Busiiness Owner Personal Financial Statement Review
03
Legacy Plan
Seasoned owners committed to maximizing business value for exit, ensuring a seamless, profitable transition, and integrating it fully with personal financial/legacy planning.
Plan Design
- Exit Goals & Roadmap Development
- In-Depth Exit Readiness Assessment
- Initial Valuation Assessment
- Exit Strategy Options Analysis
- Deal Type & Structure Analysis and Alignment
Benefits
- Goals & Objectives Alignment
- Defined Timing & Roadmap
- Defined Value Enhancement Plan
- Pre/Post-Exit Wealth Integration Strategy
- Quarterly Business Advisory Consultation (Sales, Marketing, Operations)
