Business Planning:

We provide sophisticated planning strategies to protect assets, increase cash flow, and reduce income taxes for business owners. These objectives are at the center of our business philosophy. Yours too? Call us to see how we can help you, too.

  • Retirement Plans: 401(k), Profit Sharing, Pension, SEP, SIMPLE IRA
  • Defined Benefit
  • Deferred Compensation Plan
  • Business Succession Planning
  • Captive Insurance
  • Premium Financing
  • Maximum Premium
  • Split Dollar
  • Key Man Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Group Health Insurance
  • Group Life, Dental, & Vision
  • Long & Short Term Disability Insurance

Kai-Zen Retirement Strategy:
The Bank Funded Retirement Plan

Can you Achieve a 60% Better Outcome than your 401k or IRA?

You may be eligible for a unique Retirement strategy, which may be able to accumulate 60% more money than your current retirement plan. The key risks to most retirement plans are market volatility, time, and taxes. We may have a solution that could address all these risks you may be facing.

Watch the video to learn:

  • How you can get a 3 to 1 match to obtain MORE BENEFITS
  • Have TAX-FREE income in retirement
  • Increase the $$$ you’ll save in the same amount of time