Business Planning

Business planning involves planning for closely held or family-owned businesses, concerning what will or should happen to the business at the death, disability, or retirement of an owner.

There may be many decisions to make.

Business planning needs to be coordinated with personal planning to make sure that control and the value of the business is maintained as desired.

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Key Person Insurance

Buy-Sell Planning for Partnerships and Multi-Member LLC’s

Business Overhead Expense(BOE)

401(k)/403(b)

Executive Bonus Plans and Deferred Compensation Plans

Employee Benefits (Life Insurance, Disability Income and Health Insurance)

Business Succession Planning

Working with us we will help ensure control and value of your business

Executive Benefit Planning

We will help you Attract, Retain, Reward: Keeping Key People

Executive Benefits Arrangements are special benefit plans that a business can provide to key people (including C corporation stockholder-employees). These plans can be implemented to attract and retain key people by providing special benefits that are only available for a select group of management or other highly compensated employees.

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“Pfeifer Financial has completely transformed the way I view my investments and prioritize my long-term retirement plan. I have over 20 years of direct experience in the financial business, and the depth of knowledge provided by Will and Jackie has given me significant, valuable insight. During our interactions, I always felt that I was more than just another client. Their genuine concern for my family and thoughtful approach for my financial goals is what impressed me the most. I am so grateful to Will and Jackie for giving me the peace of mind knowing that both my family and my business are cared for.”

Victoria Ashenden

Victoria Ashenden is a current client and was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.

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We focus on providing the most appropriate solutions for you and your employees.

Take Control of Your Financial Future.

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