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Business Owner Strategic Solutions

Business Owners have diverse goals when it comes to planning. Concerns range from the rising cost of healthcare, controlling other costs, building wealth, how to transfer the business to other family members to income and estate tax issues.

Our team of experienced representatives works with your CPAs and Attorneys to help you plan for today and for the future of your business. Working as a team, we can help execute strategies, including:

  • Owner Exit Strategies
  • Succession Plans
  • Buy-Sell Agreements
  • Risk Management
  • Key Person Plans
  • Retirement Plans (401k/SEP/SIMPLE)

Our approach is to analyze each aspect of your business, working with your CPA and Attorney with the goal of providing the best possible strategic solution for your business and retirement objectives.

Call us today for a no obligation, complimentary review of your business goals and objectives. (417) 380-5431


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