Friday, March 9, 2012

What We Can Do For Small Business Owners

Most busy business owners are looking for a one-stop shop for their business needs yet oftentimes are disappointed with the lack of expertise and service in the key areas listed below. Our approach brings together a Team of Experts with over 100 years of collective experience to work with you throughout the lifecycle of your business.

Insurance/Risk Management
  • Commercial Property & Casualty - Mimi Watson
  • Personal Property & Casualty - Connie Prince
  • Individual & Survivorship Life - Andy Roberson
  • Individual Disability – Connie Prince
  • Individual Long Term Care – Connie Prince
  • Individual Health & Medicare Supplements – Sandy White
Group Benefits - Ronald Bland
  • Group Health, Dental, Vision, Disability, Life, Long Term Care
Payroll – Jenna Avenell

Human Resources – Jaime Orendac, SPHR -CA

Retirement Plans - Andy Roberson, CFP®
  • 401(k)
  • Defined Benefit Plan
  • SEP-IRA
  • Simple IRA
Business Succession Planning - Andy Roberson, CFP®
  • Buy Sell Agreements
  • Mergers & Acquisitions
  • Family Transfers
  • Key Employee Fringe Benefits (Golden Handcuff programs, Stay Bonus)
  • Key Man Life Insurance
Business Owner & Executive Financial Planning - Andy Roberson, CFP®
  • Retirement Planning
  • Wealth Management
  • Estate Planning

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