Business & Commercial Services

Commercial Insurance Analysis & Planning

Asset Protection Strategies

"Infinite Banking Concepts"

Estate Planning

Business Continuation Planning

• Buy – Sell Funding Plans
• Business Overhead Plans
• Disability Income Plans

Employee Retirement Planning (Tax Qualified & Non-qualified)

• Executive Bonus & Deferred Compensation Plans
• SEPs
• 401(k) Pension Plans
• 412(i) Pension Plans
• New Compatibility Plans
  
  

Tax Planning Strategies

Social Security Audit

Financial Engineering