Financial products and services address specific needs in your financial plan and help you build a successful business. As an advisor, I can access a broad range of insurance, investment, employee disability, and group benefits to help meet your individual and business needs and goals. You may have put all your focus and hard work into your business, so it makes sense to protect it adequately against financial risk and unify it with your wealth creation plan.
Solutions we offer for your business
My training lets me advise your financial planning strategies for setting individual life goals. If you own a small business, we will ensure that we integrate all aspects of the financial plan to work harmoniously for your best interest. Your goals inspire what we do for business owners:
- Life insured debt protection
- Life insurance-protected buy-sell agreements
- Disability income benefit
- Critical Illness Insurance
- Employee Insurances
- Health-care and dental-care benefits
- Life and accidental death and dismemberment benefits
- Group benefit plans to help retain your outstanding staff
- Capture business growth value
- Reduce capital gains tax problems in your estate
