Business Services

Wealth Control Advisors can help you to proactively audit, integrate and manage the Five R's to help reduce business risk and provide cost effective specialized benefits for your key employees particularly those who are critical to your firm's success and future growth.

We offer customized solutions for the full range of business needs:

  • Buy/Sell Funding and Succession Planning
  • Business Evaluation
  • Executive Compensation Plans
  • Personal Financial Planning for Senior Executives
  • Key Employee Protection
  • Retirement Plans
  • Employee Benefits

With respect to their key employees, successful business owners must address five key areas (the Five R's):

  • Recruiting
  • Retention
  • Rewards
  • Respect
  • Retirement