Fee-only business planning analysis and counsel are offered as a stand alone engagement for an hourly or
flat fee.

• Qualified Plan Analysis
• Non-Qualified Deferred Compensation Analysis
• Discriminatory Retirement Funding
• Buy-Sell Agreement Review and Analysis
• Funding Research and Placement for Buy-Sell Agreement
• Disability Planning, Analysis & Recommendation
• Succession Planning – Exit Strategies
• Financial Independence/Retirement Analysis
• Long Term Care Analysis
• Advanced Estate Planning Strategies
• Business Valuation and Consult Referral Source
• Life after selling the business; a financial and
  estate re-org