Business Planning
As a business owner, much of your time and focus is spent on executing your business plan. Let us help to make sure your personal planning is in check.
It is important to remember that your business and personal finances are intricately linked, especially from a tax and estate planning perspective. Helping business owners like you to fully integrate your financial life is one of our specialties.
We offer a comprehensive set of solutions to help you protect your investment in your business, attract and retain talent, and reward key people.
Business Consulting & Risk Analysis
Comprehensive business valuations *
Financials, tax returns, corporate legal document review
Financial plan & structure evaluation in event of owner/key employee death/disability
Business succession planning Key man & buy-sell agreement insurance assessment
Executive Benefits
Supplemental Executive Retirement Plans (SERPs)
Executive bonus plans
Non-qualified plans to retain and reward valued employees
Corporate Owned Life Insurance (COLI)
Bank Owned Life Insurance (BOLI)
Employee Benefits
Basic group benefit plans** (medical, dental, life, & disability income)
Company-sponsored retirement plans
Supplemental long-term disability income insurance plans
Supplemental life insurance
* FFS does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.
** Review offered through our trusted strategic alliances