SOLUTIONS for BUSINESS OWNERS
You’ve worked hard to establish a thriving business. Protect it with cost effective insurance and benefit solutions for you and your employees. Preserve it by developing a sound financial strategy to help ensure the continued growth of your business.
We can help you take the steps necessary to solve the financial issues you face and help create flexible benefit solutions to attract and retain key employees. Our focus is to create solutions for business owners in the following areas:
QUALIFIED
PLANS
*Simple IRA *SEP *401(k), Solo 401(k)
*Defined Benefit Plans
BENEFIT
PROGRAMS
*High Deductible Health Care Plans
*HealthCare Savings Accounts (HSA)
*Business Overhead Expense Disability (BOE)
*Workman’s Compensation
*Disability Income
Insurance
*Group Life and Dental
Insurance
*Group Auto & Home
Insurance
*Voluntary Employee
Benefits
EXECUTIVE/KEY
PERSON RETIREMENT BENEFITS
*Non-Qualified Deferred Compensation
*Supplemental Executive Retirement Plans (SERP)
*Corporate Owned Life Insurance (COLI)
*IRC Section 162 Bonus Plans
BUSINESS
SUCCESSION
PLANNING
*Buy-Sell Agreement Funding
*Key Person Life Insurance
OUR ADDRESS
1836 W. Virginia Parkway, Suite 205
McKinney, TX. 75069
Email: richardmthompson@financialguide.com
Direct: 469.424.1963
Fax Toll Free: 855.695.0389
For any general inquiries, please fill in the following contact form: