Business One on One Session
I specialize in customizing exceptional personalized plans that suits your employees beneficial needs. We delve deep into your company current goals and create that plan to assist in creating the best possible options for you, your partners, and your employees. The things we can go over during our one on one session are: Buy Sell Agreements, Business Succession Planning, Executive Bonus Plan, Key Person Insurance, Employee Benefits, and 401K Rollover.
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