CONNECT

Address:

2803 Fruitville Road Suite 120
Sarasota, FL 34237

Phone:

941-330-1931

Fax/Other:

941-330-1930

Business Owner & Executive Solutions

Lean on us for solutions!


  • Retirement Income - Are you or your key employees able to set aside enough money for retirement considering the limited amount of contributions that can be made to a qualified plan?           
  • Exit Planning - Have you established a definite time period to transfer your business to a specific party at an established price?        
  • Wealth Transfer - Is your will/trust current and does it accurately reflect how you want your assets distributed?
  • Business Protection - In the event of a death, resignation of a key employee or a future change in management, would your business be as successful as it is today?
  • Income Protection - Upon an accident or severe illness, would you be able to meet present financial obligations based on your expected income during that stressful time?
  • Survivor Income - Will your spouse and beneficiaries be able to maintain their desired stand of living after your death?



 


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck