Business Owner Benefits & Plan Design

 As a business owner, you are consumed with running the day-to-day activities of your business; these duties tend to compete with your personal time and obligations.  We at Sterling Financial Partners create business solutions that assist you with employee retention, employee benefits and business continuation.  In addition, we coordinate your professional and personal goals through our wealth management and financial planning platform.

Benefits and Services for Businesses

Key Employee Benefits

Key Person Life & Disability

Split Dollar/Joint Ownership Life

162 Bonus

Long Term Care Coverage

Salary Continuation

 
Group Benefits

Life & Health  Insurance

Fully Insured

Partially Self-Funded

Long & Short Term Disability Income Insurance

Retirement Planning

Simplified Employee Pensions (SEP)

401 (K) Plans

Supplemental Executive Retirement Plans (SERP)

Business Continuation Planning Strategies

Buy/Sell

Funding Option Analysis

Family Business Succession Plan

Employee Stock Option Plan (ESOP)

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