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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Corporate Benefits Programs

If you’re a business owner, you know the importance of attracting loyal, hard-working employees. But once you’ve attracted them, what are you doing to motivate, reward, and retain them? Perhaps equally as important, what are you doing to reward yourself? By helping you understand - and implement - qualified and non-qualified retirement plans, we can help you set extra – even substantial - money aside for yourself and selected key associates; we can help your employees prepare for their own retirement; and we can show you ways to motivate, reward, and retain loyal, hard-working employees. We offer the following business planning services: * Deferred Compensation and bonus plans * Stock redemption and cross-purchase plans * Key-man and buy/sell insurance * Split dollar techniques * Group life, health and disability plans

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck