Here at Client Focused Advisors, we take the time to determine what makes you and your business needs unique and tailor solutions to your specific business needs.  We offer the following programs and services: 

Employee Benefit Packages

Offering qualified and non-qualified plans to help owners and employees maximize tax advantages and build financial independence. This includes:

  • 401(k)s and Profit Sharing Plans
  • IRAs, Roth IRAs, SEP IRAs, Simple IRAs
  • Pension Plans – Defined Benefit and Cash Balance

Business Continuation Plans

Help ensure your business is protected in the event of a premature death or disability of an owner or key employee. This includes:

  • Buy-Sell Agreement Funding
  • Key Person Insurance
  • Business Overhead Insurance
  • Exit Planning

Insurance Benefits

Designed to attract and retain company employees and key contributors. This includes group coverage for:

  • Health Insurance and Voluntary Benefits
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance

Executive Compensation

Strategies that deliver the kind of benefits, compensation, and tax advantages that reward and motivate your key personnel. This includes:

  • Non-Qualified Deferred Compensation Plans
  • ESOP Plans

Employee Education

Company employee sessions explaining retirement packages and seminars on a variety of financial topics such as:

  • Social Security
  • Retirement Planning
  • Investment Strategies
  • Wealth Management