M&A Services
Personal Financial Planning
- Retirement Asset Projections
- Asset Allocation Analysis
- Insurance Protection
- College Planning - 529 Plans
- Estate Planning
- Wills/Trusts
Retirement Planning
- Mutual Funds
- IRA - Individual and Rollovers
- Simple IRA
- Simplified Employee Pension (SEP)
- 401-K/Profit Sharing
- Defined Benefit and 41
Corporate Consulting
- Exit Planning (Methods/Schedule)
- Buy/Sell Arrangements (Valuation/Documentation/Funding)
- Keyman - "Golden Handcuffs"
- Selective Compensation (Owners and Key employees)
- Liquidity (Mutual Funds/Money Mrket)
- Salary Continuation Agreements
- Section 125 - "Cafeteria Plans"
- Salary Savings Plan
- Incorporation Planning