Broker Check

Business/Succession Planning

Being a successful entrepreneur is an energizing venture that can create a lasting legacy to share with your family and even with future generations. But sometimes, the demands of regulatory agencies and tax laws as well as employee recruitment, retention and engagement can feel overwhelming. Some of the strategies we can offer to help now as well as longer-term include:

  • Buy/Sell agreements
  • Deferred compensation planning
  • Group benefits
  • Customized company retirement plans
  • Consulting services (AGH Employer Solutions)