SOLUTIONS FOR BUSINESSES

Whether you’re starting out or looking for ways to grow your business, or deciding how to retire, we can help you protect yourself, your partners and employees and your family.

In the early stages of your business, we can help you create a plan to keep your business running and your cash flow consistent. This way, you can remain on track even if you lose a key member of your team. Or if you suddenly need cash for a buy-sell agreement if a partner dies.

What happens when it’s time to tap into assets to help pay for your retirement, wrap up your business or pass it down? Our estate planning professionals can help you plan for a tax-efficient transfer. And in between, we can help you protect yourself, your family and your employees with life, health and disability insurance.

Ask us about:

• Employee benefits
• Group savings and retirement
• Key person insurance
• Pension planning
• Corporate investment strategies
• Succession planning

FINANCIAL PLANNING FOR BUSINESSES AT EACH STAGE

BUSINESS CONTINUATION GUIDE FOR BUSINESS OWNERS

BUSINESS SUCCESSION PLANNING GUIDE

ESTATE PLANNING GUIDE FOR BUSINESS OWNERS