Corporate & Entrepreneur
As a business owner or entrepreneur – your world is faced with challenges and successes! We work with you and your other financial professionals to create a plan for your major financial decisions. We know what works, and what doesn’t.
What we provide:
- Financial planning for your personal and corporate plans
- Corporate investment solutions
- Corporate insurance solutions
- Key person insurance
- Disability insurance
- Health Spending Accounts
- Business overhead insurance
- Tax planning and minimization
- Estate and succession planning
