Broker Check


Members Only Planning Services

Our planning services can help you and your business with:

  1. Succession Planning
  2. Key Employee Planning
  3. Estate Planning
  4. Life Insurance/Legacy Planning
  5. Complimentary Business Valuation


                                       Dennis M. Dean, CLU, LUTCF
        You can schedule a call, webinar or appointment at Schedule an Appointment

Years of experience have prepared us to guide you through your life transitions.

Business Insurance

The hidden cost of waiting to value your business

If 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 Planning

  • Do 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 Planning

  • Do 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 Planning

  • Is 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 Planning

  • Do 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!

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