BUSINESS SOLUTIONS

Here at Client Focused Advisors, we want to provide you with the most helpful experience possible.  We take the time to determine what makes you and your business needs unique.  At Client Focused Advisors, we tailor 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 and Voluntary Benefits
  • Life Insurance
  • Disability Insurance
  • 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.

Offering qualified and non-qualified plans to help owners and employees build financial independence. This includes:

  • 401(k)s and Profit Sharing Plans
  • IRAs, Roth IRAs, SEP IRAs, Simple IRAs
  • Pension Plans - Defined Benefit and Cash Balance

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
  • ESOP Plans

Business Continuation Plans

Help ensure your business is protected in the event of a premature death or disability of an owner or key employee. This includes:

  • Buy-Sell Agreement Funding
  • Key Person Insurance
  • Business Overhead Insurance
  • Exit Planning

Employee Education

Company employee sessions explaining retirement packages and seminars on a variety of financial topics such as:

  • Social Security
  • Retirement Planning
  • Investment Strategies
  • Wealth Management

 

 

Some of the companies we do business with:
 

financial partners