Financial Planning

What are your life goals?

Are You a Business Owner?
Wednesday, 11 March 2015 18:34

If you are a business owner, then we should talk.

I specialize in working with business owners.

Some of the areas where I can help you:

  • Buy/Sell Agreements & Funding - Avoid unnecessary litigation, minimize transfer costs
  • Key Person Insurance - Protect your bottom line from the loss of a key employee
  • Business Debt Coverage - Life, disability, & critical illness insurance to cover an SBA loan
  • Retirement Plans - A 401(k) or Pension Plan
  • Employee Benefits - Voluntary life, disability, and other supplemental coverages
  • Nonqualified Plans - Highly discriminatory benefit plans for owners, managers, and other key people

If you would like to speak with a consultant about business planning, call (800) 680-5596.


Brent D. Gardner, CLU, ChFC

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