BUSINESS PLANNING

This is where creative thinking comes into play; everything from how to transfer your business to your children to how to draw profits, tax deferred or not.  

As business owners ourselves, we understand the intricacies that arise and are adept at helping you navigate all of the possibilities.

  • Asset Transfer

  • Corporate Owned Life Insurance

  • Buy-Sell Agreement Funding

  • Corporate Investing

  • 401K Tax Advantaged Plans

  • Employee Benefits & Key Person

  • Group Life, Health, Disability

  • High Level Business Planning

Reach out today to discuss what your potential needs might be. 

CONTACT US

Thank you for contacting Downey Financial Group.

We're here to help!