Business Owners
By providing a multitude of business services, we are able to help owners protect against triggering events that can disrupt or dissolve their businesses and leverage strategies that are unique to them.
- Business Valuation
- Business Succession
- Buy/Sell Agreement Planning
- Business Insurance (Life, Disability, Overhead Protection)
- Key Person Insurance
- Executive Bonus Plans
- Group Benefits
- Asset Protection
- Tax Reduction Strategies
- Exit Strategies
- Retirement Plans
In addition to our Employee Services we can provide in the workplace, we offer complimentary financial education workshops to a variety of companies, businesses and organizations.
QUALIFIED, NON-ERISA RETIREMENT PLANS
- 403(b) Plans
- 457(b) Plans
- 401K Plans
- Profit Sharing Plans
- Deferred Compensation Plans
- Pensions
EMPLOYEE BENEFITS
- Key Employee Plans
- Group Life Insurance
- Group Short Term/Long Term Disability
- Health Insurance
Disability insurance is offered through representatives who are independently contracted with insurers providing such coverages and is neither underwritten nor issued by National Life Insurance Company.
Click here for a free 15 minute strategy call!
We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.