Business Owners

  • Business Continuation and Succession Planning
  • Buy-Sell Funding Agreements
  • Employer Sponsored Retirement Plans
  • Employer Group Benefits
  • Executive Compensation Planning
  • Non-Qualified Plans
  • Corporate Owned Life Insurance
  • Executive Bonus and Split Dollar Life Insurance
  • Key-Person Life Insurance
  • Estate Conservation Strategies*
  • Irrevocable and Revocable Life Insurance Trusts
  • Intra-Family and Other Business Transfer Techniques

 *I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.