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Business Owners

The needs of business owners are diverse, but they generally revolve around two main goals: protecting all aspects of the business while keeping spending at its most efficient, and designing strategies for diversifying your profits both inside and outside the business.

Protection and Cost Efficiency:

We provide a full review of your company's options and benefits, in order to determine whether your health insurance and the cost of your employee benefits is justifiable. We make sure any options and benefits are optimal for your business and your employees, and we'll offer some alternatives if needed. We also make sure that key man and buy-sell insurance is competitively priced and properly structured, and that it's consistent with current and future company growth projections. Many companies buy policies on key employees to protect them in case of death or extended injury. Often, business partners buy term policies on each other to cover the expense of providing for the family should something happen to one of them.

Profit diversification and tax efficiency:

It's very important that you understand how to manage the tax consequences of the assets in your financial portfolio. By making you aware of your current tax implications, and by exposing you to some of the ways you can diversify your financial portfolio, we can help you maximize you returns by minimizing what is lost to taxes. We'll help make you aware of the benefits and limitations of your current portfolio setup, and we'll explain some of the ways that you can make your portfolio more diverse and profitable. By showing you some of the ways that you can better allocate your financial assets, you'll learn how to better manage and strengthen your overall tax efficiency.

Take a look at just a few of the
services that we have to offer:

  • Personal & Estate Planning
  • Specialty Athlete & Entertainment Coverage
  • Executive & Group Benefits
  • US Based Life Insurance for Foreigners
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Health Insurance

These are just a few of the features we offer. For a more complete understanding of all of our services please contact us today.

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