CONNECT

Address:

2000 Winton Road South
Building 4A, Suite 206
Rochester, NY 14618

Phone:

(585) 241-5900

Fax/Other:

(585) 244-5416

Business Wealth Planning

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Identify challenges and opportunites


  • Clarify business owner goals
  • Clarify business needs
  • Set priorities



Create and monitor employee benefits programs



  • Clarify complex employee benefits and healthcare options
  • Give clear guidance to satisfy employee needs and owner requirements
  • Coordinate additional business owner and "key" executive benefits
  • Customize employee benefits plans to suit business



Review business qualified retirement plan



  • Thorough review of retirement plan for business owner(s) and employees
  • Implementation of agreed plan changes
  • Custom plan design and new plan set-up
  • Conduct employee education and enrollment meetings
  • Facilitate regular plan "trustee" review meetings



Review business continuation and succession plans



  • Identify risks to business continuity and owner financial security
  • Review continuity and succession agreements and options
  • Review buy-sell and key executive insurance
  • Recommend additional protection strategies
  • Implement succession and retirement distribution strategies
  • Ensure proper and efficient transfer to heirs
  • Coordinate financial advice with attorney



Monitor income taxation



  • Educate on income and estate taxes
  • Review tax advantaged business owner strategies
  • Implement tax efficient financial tools
  • Coordinate with tax professionals



Simplify your business life



  • Collaborate with commercial insurance agent to ensure proper business and owner protection
  • Coordinate with on site or contracted human resources professionals
  • Coordinate all financial services with payroll services when possible
  • Coordinate with business and estate planning attorney



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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck