Broker Check

For Business

For its business clients, the firm offers retirement plans that serve a variety of business needs, including 401k plans, profit sharing, or a customized combination that suits the business owner and the employee mix. In addition, Rita offers key executive coverage for owners and key employees; business succession planning for privately held companies; long-term care; retirement planning; and tax-free retirement income policies for owners and/or key employees and executives. “Cost effective retirement plans can create better participant outcomes for a more secure retirement,” she says. “We coordinate with our clients’ attorneys when they create buy/sell agreements to protect the business against loss of a business partner as well as provide liquidity for a buyout agreement. Protecting revenue and talent are also important considerations.”

  • Retirement Planning—401k, pension, profit sharing, SEP IRA, Simple IRA plans
  • Key Executive Coverage—for business owners and key employees
  • Business Succession Planning
  • Long-Term Care—as an executive benefit
  • Income Tax-Free Retirement—for business owners and/or key employees and executives, life insurance

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