Even without co-shareholder(s) or partner(s), the absence of short and long-term plans can be the difference between a financial disaster and success going forward for you, your family and your business associates.
For more than 45 years, Secure Benefits Northeast, LLC, has worked with closely held businesses and professional practices of all sizes to design, implement and fund plans that protect ownership and key staff from the sudden and often disastrous changes that occur when an owner or key employee is not able to work due to illness or injury, or has died unexpectedly.
taking into consideration important issues ranging from an organization’s history, its industry or practice, current plans in place, its competitive value in the marketplace and the wants and needs of the involved parties.
The goal is to have a Plan of protection for ownership and families in place.
We work with your legal counsel and accountants to make sure that the Plan is properly established, documented and funded.
After implementation, we establish an agreed schedule for reviewing the Plan to see if it continues to meet goals as well as maintaining appropriate values over time.
