Running a successful business takes a tremendous amount of the owner’s time and talent. Realizing that the owners we work with often have little time to focus on matters outside of their day to day obligations to customers and staff, we have the experience to help them take a holistic view of their personal and their business’ insurance and financial needs.
Whether a partnership or sole proprietorship, having the proper Key Person, Buy/Sell, and Individual or Group Pension Plans in place may be the difference between a successful business continuing to grow and thrive into the future or to completely unravel as a result of unforeseen circumstance if a partner or key person was to tire of the business, take ill or worse. We have experience working with business owners and can provide the advice that will make a difference.