All of our advisors are independent business owners themselves, and strategically partner with our firm so they can elevate the level of advice they give to you, their clients.
We bring creative solutions to the table. By using our kit of insurance solutions we’re able to confidently secure funding for Buy/Sell Agreements, protect the value of your business in the event of the death, disability or illness of a key executive; and provide liquidity and certainty in times of financial disorder.
For business owners, it is even more vital to include your advisors at the table when putting plans in place. While it’s possible to structure your own business succession plan, professional advice can be invaluable, and is essential if you anticipate that your business will have a market value exceeding the value you bring to the table .
Group Benefits Plans
As business owners ourselves, we understand the world in which you conduct business and of your requirements for an employee benefits program.
Our group Life and Health plans have the built-in flexibility to ensure that your needs can be fully addressed. This is accomplished by taking an objective, hands-on approach to develop a custom benefit strategy that will meet your needs and help you reach your goals.
Shareholder / Partnership Agreements
If your corporation has more than one shareholder, a shareholder’s agreement should include a “buy-sell” provision that provides direction as to what happens on the death or disability of one of the shareholders.
As owners of businesses that have transitioned through generations ourselves, the advisors at Creative Planning are well equipped to help you navigate through the myriad options you have at your disposal.
Being independent and not owned by an insurance company or bank, we’re able to leverage long-standing relationships with insurance and investment companies, always maintaining the position as your advocate.