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)