Video Library

Man and woman looking at each other

Protecting Your Family

How do business owners, whose families are financially dependent on income provided by the business, protect their family's lifestyle in the event of their death?

Man and woman at dinner table

Building Cash

How do business owners build and maintain the cash they need to operate the business in a prudent and tax-efficient manner?

Construction worker

Retaining Management

How do privately held companies motivate and incentivize key employees to stay long-term and contribute to the owners overall success?

Employees at Doctor's Office front desk

Retirement

How do medical practices address the retirement concerns of their employees?

Man staring into distance

Protecting Your Business

How do businesses prepare for the sudden death of an owner and its impact on customers, employees, lenders and suppliers?

Man and woman looking at each other

Tax Diversify Your Retirement Income

How do business owners build wealth for their own retirement while trying to reduce the income taxes they have to pay?

Man at desk and on phone looking at papers

Protecting Your Partner

How do business owners deal with the void left by the unexpected death of a business partner?

Man taking notes on papers

Business Asset Strategies

How do business owners prepare to unlock the value of their business so that they give themselves the greatest chance of realizing its full value?

Doctor and nurse looking at computer screen

Why Retain Employees

How do medical practices identify the costs of high employee turnover and the negative effect it has on revenues?

Woman looking at newspaper

IRA Wealth Maximization

How do clients with large qualified plan and IRA plan balances prepare for the potential depletion of those assets from taxes?

"Education breeds confidence.
Confidence breeds hope. Hope breeds peace."

- Confucius