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Business Protection

• Protect your business from the loss of a Key Person due to death, disability, critical, or chronic illness

• Every business owner will one day be out of business, one of five ways: death, disability, retirement, voluntary sale, or bankruptcy. What I do is help the owner make sure that no matter which way they exit the business that they get out with maximum profit. You should start your plan with a Buy/Sell Agreement

Tax Free Retirement

Roth IRA
Roth 401(k)
Life Insurance

Retirement Planning

Convert your IRA to a Roth IRA

The Tax System, Explained in Beer!
Tuesday, 29 January 2019 23:12

Keeping it simple here.

 

Brent D. Gardner, CLU, ChFC