At TLC we know how hard you’ve worked to build your business. As advisors our job is to make sure you are able to keep as much of the profits from your business as possible. You treat your customers as individuals and recognize everyone has different needs. As a business owner your Investment Specialist should be addressing your specific situation and not try to put you in a box. We spend time with each client identifying goals, developing a plan, selecting investment/insurance vehicles to make it work and finally we continue to monitor and review the plan.
We can provide:
Business Retirement Plans
  • Standard 401k
  • SEP/IRA
  • Money Purchase
  • Defined Benefit
  • Customized 401k Integration Plans
Business Continuation/Wealth Transfer Plans
  • Cross Purchase
  • Stock Redemption
  • Combination Plan
Immediate Trust Funding through Life Insurance
Life Insurance Analysis (business/Personnel)
Business Valuation Services
A forced liquidation of your business can not only destroy the business but can lead to unforeseen consequences from the IRS. Having valuations and buy sell agreements in place before you need them could save you and your heirs a significant amount of time and money. Your business is the last thing you want to worry about when emergencies arise.

We also have relationships with some of the top estate and business continuation attorneys on the coast, along with some excellent third party administrators who know the specific tax law changes on corporate retirement plans.