Business Owners Services
Careful planning is as essential to the success of your business as it is to your personal goals. In our experience the two are closely related. In fact many business owners become so focused on running their businesses that they often put the basic financial needs of the business on the back burner.
At Gateway Capitol Financial, our goal is to help you to continue to grow your business and reach your next level of financial success. Mike and his team also realize the importance of protecting against the death, disability or retirement of the business owner. Your business represents a lasting legacy for your employees, your customers and your family and we will work with you to protect it.
Through our in-house team and the support of our Advanced Markets case design unit, we are confident that we can customize a plan that's right for you. Here are some of our areas of concentration:
- Buy Sell Agreement Funding
- Key Person Life and Disability Income Coverage
- Qualified Retirement Plans Design: 401(k), 403(b), SIMPLE, SEP, Profit Sharing
- Non- Qualified Deferred Compensation and Executive Bonus Plans
- Supplemental Executive Retirement Plans
- Split Dollar Life Insurance
- Defined Benefit Plans
- Employee Benefits and Education
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