Addressing the concerns of business owners !
The following are services for you, the business owner:
  • Group Health, Dental & Vision Insurance, HSA and HRA plans.
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  • Sole Proprietor Health Insurance
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  • Long-Term Care Insurance
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  • Life Insurance
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  • Disability Income Insurance
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  • Retirement / Pension Plan
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  • Employer and Employee Benefit Plans
  • Aflac

  • Business Continuation
  • Business Succession
  • Buy/Sell Funding
  • Split-Dollar Arrangement
  • Deferred Compensation
  • 412(e)(3) Retirement Plans
  • Estate Planning
  • Section 79 Plans

Are you taking full advantage of
the personal benefits your business can offer you?
Insurance
Annuities
  Retirement Income
Tax Avoidance Strategies
Your INDEPENDENT Resource
949.954.4445
[email protected]