220 W. Campus Drive, Suite 100 Arlington Heights, IL 60004  (847) 870-1700  Fax (847) 870-1775

Professional & Business Needs
Individual Needs

Services: Professional and Business Needs...

Our skilled associates can assist business and professional clients in the areas of: 

  • Business Succession Planning - Preparing for the orderly transition of liquidation of business interests at death.
  • Buy-Sell Agreements - Helping to fund stock redemption, cross purchase and trustee agreements for both death and disability,
  • Overhead Expense Protection - To eliminate the financial burdens of ongoing business expenses in the event of illness or injury.
  • Retirement Planning - Providing the necessary funds to have a comfortable and secure retirement through Pension, Profit Sharing and 401(k) Plans.
  • Key Employee Coverage - Eliminating the concern as to the loss of revenues caused by the death or voluntary termination of a specialized employee.
  • Employee Benefits - Providing the proper fringe benefit plans to help minimize employee turnover and secure loyalty in the workplace.

(c) Copyright 2007 Weinberg & Associates, Inc. All rights reserved.

*Securities offered through The O.N. Equity Sales Company Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 (513) 794-6794
*Licensed in the states of IL, WI, IN, AZ, FL (Lic #: 040391)