Concierge Style Planning

Your business and personal interests impact each other in critical ways, so smart financial planning means understanding both as parts of a unified system. The FIRM’s Concierge Advanced Planning service follows a proven two-way system to ensure your business and personal finances work together to protect all your interests.

Personal Planning and Protection:

  • Life Insurance
  • Long-term care insurance
  • Disability income protection
  • Retirement planning
  • College savings
  • Personal pension

Business Planning:

  • Executive compensation-deferred compensation and executive business planning
  • Qualified retirement programs-401(k), SEP, and Simple
  • Employee benefit plans
  • Business succession planning-buy/sell funding and key person protection