Employment & Small Business

• If you are an employee:

  • 401k, 403b rollovers into IRAs (Individual Retirement Accounts independent from your employer)

  • Deferred Compensation, Executive Bonus Plans

  • Stock Options, Key Employee benefits,

  • Pension plans

  • Job security and future income projections

  
  

• If you are an employer: (See more under Companies tab)

  • Existing, or creating new 401k plans – your fiduciary responsibilities.

  • Employee retaining incentives

  • SEP IRA, Keogh Plan etc., contributions.

  
  

• If you have partners in your small business:

  • Business continuation plans (I.e.: If your partner dies, who will take over and run his part of your business? His wife? – or his teen-age son?)

  • Will you acquire their share if they die? Can you finance such purchase?

Our purpose is not to answer specific questions but to direct your attention to a few possible problem areas. Should you become our client, we will address those issues in depth. (See more under "Corporations" tab and under "Circle of Financial Health > Protect > Corporate Plans" tab)