Financial Concerns for Privately Held Business Owners
  • Group Hospitalization - Do you wish to have quality protection at minimum premiums?
  • Disability Insurance - Would your income continue in the event of a disability?
  • Retirement Planning - Which of the various retirement options are you using?
  • Income Tax Planning - Have you taken advantage of all the tax-favored planning available to you?
  • Estate Planning - What capital impact will the estate tax law have on you? Are your will and trust going to maximize benefits to your family?
  • Fringe Benefit Analysis - Are you aware of the tax-favored items available to your firm?
  • Business Preservation Plans - What are the ramifications of the death or disability of a partner or key person? What are the "golden handcuffs?"
  • Life Insurance - Are you familiar with the new types of insurance? Do you know the best way to own this coverage?
  • Asset Protection - How do you protect your assets from the "predators?"
  • Life Settlement - Is there a way to sell my life insurance if I don't need it anymore?