Benefits

  • Resilience

Resilience, Retention and ProtectionWe help you create plans to weather downturns and catastrophies..

Retention

Every successful company needs top talented employees that they retain. We help you with optimal ways to attract and retain them.  We create customized, well thought out plans to accomplish this.. There is nothing more important than a talented management team, coupled with well trained engaged employees working in harmony.

Protection

Only one in 20 business owners have in place adequate plans for death, disability and retirement of thier key employees  continuation plans. This is essential for you to create wealth for yourself and your family. We help your company accomplish this effectively and efficently..

Are you sure that your current business plans in these regards are up-to-date and effective?

Planning is Essential

Mercer Capital, Memphis TN, recently stated that of the 30,000+ business continuation plans they have reviewed over the last 30+ years, less than one in twenty is set up properly to accomplish the company’s long term intended goal.

Your business is likely your largest asset.  We help you create up to date comprehensive planning, execution, and monitoring which is essential.

Many business owners falsely think that their business will somehow continue to operate profitability without the services of them or all of their key employees.

Key EmployeesYou and your key employees contribute the following to your business:

  • technical knowledge
  • ability to generate enough profitable sales
  • financial acumen
  • ability to motivate and manage employees,
  • key contacts with vendors and banks, etc.
  • ability to develop new products, services and markets  

Most business owners grossly underestimate the catastrophic impact of serious illness, accident or death of them, a co-owner or a key employee would have on business profits and survival.

This we provide appropriate recommendations so these contingencies are adequatley addressed.

Additional Services

Additional services for your business and family:

  • Retirement plans that pay you and your spouse a guaranteed monthly income that continues for both of your lifetimes
  • We work with your CPA, attorney and other advisors to properly coordinate all aspects of your personal and business plae