YOUR BUSINESS NEEDS PROTECTION AND A PLAN Members Only Planning ServicesOur planning services can help you and your business with:Succession PlanningKey Employee PlanningEstate PlanningLife Insurance/Legacy PlanningComplimentary Business Valuation Business Insurance The hidden cost of waiting to value your businessIf you are like most business owners, your company is your largest asset. While you spend time running and growing the business, you may have never had time to value it or contemplate reasons for doing so. Business Valuation Data Tracker To request a valuation of your business:This Data Take is for informational purposes only, and is intended as a starting point for planning. Succession PlanningDo you have employees who are critical to day-to-day operations?Do you know what the real value of your business is?Have you completed an independent business valuation? Key Employee PlanningDo you have employees who are critical to day-to-day operations?Would your key employees stay with your designated successor or would they become your competition?Do you have ways to reward and retain your key employees? Estate PlanningIs your current life insurance program sufficient to cover the taxes, debts or other obligations that may be due on your personal or business estate?Will your heirs have to sell or liquidate the business in order to satisfy estate taxes and costs? Life Insurance/Legacy PlanningDo you usually maximize your retirement contributions?Do you have guaranteed income in retirement?Do you offer life insurance, disability insurance, long-term care insurance or other benefits in addition to your existing retirement and/or group benefit plans? Let's Start Planning! Name Email Address Phone Additional Info Thank you! Oops!