Financial Services
Our goal is to protect, retain and reward the owners, key executives and families of the businesses we provide services to and structuring programs that are tax-deductible first, tax-deferred second and after-tax third.
- Retirement Plans
- Qualified Plans -
- 401k, Profit Sharing and Pension Plans
- Non Qualified Plans -
- Executive Bonus, Section 79 and Deferred Compensation Plans
- Key Man Insurance
- Salary Continuation Plans
- Business Succession Plans
- Estate Planning
- Charitable Gifting
We coordinate the benefits between what you are doing personally and what the business can provide so that we are tax effective in our planning and not duplicating coverage.
Contact David Mohn at 858-523-7573 to further discuss what Financial Services we can provide for you.