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Business Planning

WE FOCUS OUR EXTENSIVE BUSINESS PLANNING EXPERTISE IN FOUR KEY AREAS:

1. Core Employee Benefits: These are the plans offered to all employees and designed to help you attract, retain and reward exceptional talent.

2. Owner and Key-Person Compensation: Plans that fall under this category are focused upon a very selective group of high-level management to provide additional incentives. Employees that are offered these selective benefits are typically long-term members of the team that are primarily responsible for the success of the enterprise.

3. Business Continuation and Succession: These are the plans that will facilitate the ultimate transfer of your business to the right people, at the right time and on the right terms. For many business owners, the business entity represents a major component of their net worth. Implementing well-designed succession plans allows the equity present in an on-going, successful business enterprise to be maximized.

4. Personal and Estate Planning for the owners and members of the executive management team: As a business owner, you have access to one of the best tax-shelters left in America – your business. We design plans that leverage that position to efficiently build broad wealth while moving your dreams for financial independence closer to reality.






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Securities and 'Investment Advisory Services' offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this listing may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, HI, IL, IN, MA, NJ, NM, NY, OH, SC, TX, WY. Other states can be added upon request.

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