With some simple business succession planning, our clients can work to secure their futures from the loss of their owners and key executives.
We work closely with our clients' other professional advisors to provide solutions that help protect the future of their businesses. We focus on the following ways to protect your businesses and transfer its ownership:
- Buy/Sell Plans
- Stock Redemption Plans
- Key-Person Plans
- Split-Dollar Plans
We are an active member of M Financial Group. Collectively the Members of the M Financial Group are among the largest buyers of insurance and financial product in the nation. Through this network we share resources and combine expertise to create advantages for our clients while providing the personal attention they desire. Please go to Disclosure Statement for further details regarding this relationship.
Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.