The Start-up

The Start-Up works hard to keep his business thriving. He is nurturing his company and wants a reliable assistance in running it well. The Start-Up is interested in discussing work benefits, from group insurance to HSA, to key-person insurance. He wants to know how to keep his employees safe and his company growing.
Concerns & Goals:
- Goal and Retirement Planning
- Work Benefits (Group Insurance, HSA)
- Key Person Insurance
- Risk Management and Diversification
- Retirement Options (401k, SEP, Simple)
- Cash Balance
- Succession Planning