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Business Protection

How To Structure a Buy / Sell Agreement

How you structure your buy / sell agreement has various components and factors that determine a good method. Read the brochure to learn more.

Buy / Sell Agreement

Key Person Insurance

Could your business stay in business if one of your members suddenly passed on.  In small businesses this is often the owner, but this is not always the case.  How would your company survive if such an event were to occur?

Key Person

Employee or Independent Contractor

Top 10 Items a business should know on hiring employees or independent contractors.

Employee vs Ind. Cont.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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