Our approach to addressing your unique needs as a business owner uses a team of experts in up to eight disciplines to deliver comprehensive results. The multi-specialist teams focus on these eight key areas of planning: Corporate Structure, Asset Protection, Tax Reduction, Investment Strategies, Retirement/Cash Flow Analysis, Insurances, Benefits Planning, and Estate Tax Planning. This approach Attempts to reduce the randomness of your decisions, and help design a better outcome.
Our review includes:
Income Tax Reduction Strategies
Retirement Planning
Investments
Life Insurance
Disability Income Insurance
Benefit Planning
Asset Protection
Estate Preservation
Partnership Education
Corporate Structure Education
Partnership Agreements
Buy/Sell Agreements
Compensation Arrangements and Agreements
Business Succession
Business Continuation
Qualified and Non-Qualified Retirement Planning and Education
Identifying Corporate Uninsured and Underinsured Risks
