Deferred Compensation and 401K Plans - Defer taxes on income and earnings.
Traditional Defined Benefit Plans- Age/Comp weighted designed to favor owners. As few as one participant.
412 e3 Plans-Higher contributions/deductions.
Pension/Profit-sharing plans - designed to favor owners and key employees
Keyman Insurance - prevent severe economic loss to business
Pension fund management selection and evaluation
Liquidity solutions, hedging strategies
For the Family
Cash management strategy
Cash flow projections
Determination of income and capital need
Family survivor income
Survivor asset management
Estate distribution planning
Tax reduction strategies
Proper utilization of company savings plans
Projections of college expenses
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