Business Owners

Business Owners
Are Unique

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Areas in which business owners are served by us and our team.

Business Planning

  • Buy-sell and Split-dollar Plans
  • Business succession and exit strategies
  • Business valuation services through The Nautilus Group® venders
  • Retirement Plan Services (ERISA, 401k, SIMPLE, SEP Deferred Comp etc)
  • Executive Bonus & cost-free employee benefits

Estate Planning

Wealth & Personal Investment Management

Fee Based Planning/consulting using the Total Master Plan System

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