BUSINESS SOLUTIONS

At Client Focused Advisors, we tailor our solutions to your specific business needs.
We offer the following programs and services:

Employee Benefit Packages

Designed to enhance your efforts to attract and retain company employees and key contributors. This includes group coverage for Health Insurance, Life Insurance, Disability Insurance and Long-Term Care Insurance.

Retirement Planning

Offering qualified and non-qualified plans to help owners and employees build financial independence. This includes; 401(k)s, IRAs, and Pension Plans.

Executive Compensation

Strategies that deliver the kind of benefits, compensation, and tax advantages that reward and motivate your key personnel. This includes non-qualified deferred compensation plans.

Business Continuation Plans

Help ensure your business is protected in the event of a premature death or disability of a key employee/executive/partner/owner and is properly prepared for future retirement(s). This includes buy-sell agreement funding and key person insurance.

Employee Education

Company employee sessions explaining retirement packages and seminars on a variety of financial topics such as Social Security, Retirement, Long Term Care and Investments.

 

 

Some of the companies we do business with:
 

financial partners