Compass Advisors
Financial Advisor & Planner, Wealth Management | Long Island New Jersey, New York
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Business Owners

Services for
Business Owners

 


Small Business Solutions

 
 ➤  Assessing your business' needs to maximize retirement contributions for owners  ➤  Construct retirement plans to help retain and attract employees

➤  Assessing your business' needs to maximize retirement contributions for owners

➤  Construct retirement plans to help retain and attract employees

 ➤  Conduct periodic meetings with plan participants  ➤ Help facilitate employee transactions, such as enrollment, disbursements, loans, etc.

➤  Conduct periodic meetings with plan participants

➤ Help facilitate employee transactions, such as enrollment, disbursements, loans, etc.

 ➤  Coordinate Buy/Sell agreements for business owners with legal advisors  ➤  Implement funding through life and disability insurance policies  ➤  Ensure beneficiaries and owners of insurance policies are consistent with legal documents

➤  Coordinate Buy/Sell agreements for business owners with legal advisors

➤  Implement funding through life and disability insurance policies

➤  Ensure beneficiaries and owners of insurance policies are consistent with legal documents

 ➤  Work closely with business owners to help retain key employees through added benefits  ➤  Strategies include, but are not limited to: SERPs, RELPs, Stock Options

➤  Work closely with business owners to help retain key employees through added benefits

➤  Strategies include, but are not limited to: SERPs, RELPs, Stock Options

 ➤  Help businesses attract and retain qualified employees through benefit packages  ➤  Benefits include, but are not limited to: retirement plans, health benefits

➤  Help businesses attract and retain qualified employees through benefit packages

➤  Benefits include, but are not limited to: retirement plans, health benefits

 ➤  Provide insurance services for buy/sell agreement funding  ➤  Construct insurance solutions for protection of key employees, disabilities, death and overhead expense obligations

➤  Provide insurance services for buy/sell agreement funding

➤  Construct insurance solutions for protection of key employees, disabilities, death and overhead expense obligations