Investment Advisor | Business and Family Advisors

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate planning, and wealth management.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

At Business & Family Advisors, we provide assistance in the following areas:

Family Insurance Protection and Risk Management

Life Insurance

Disability Income Insurance

Long Term Care

Estate Planning

Tax Strategies

Wealth Management

Fee-Based Financial Planning

Mutual Funds

Fixed & Variable Annuities

Managed Investment Accounts

Traditional & Roth IRA’s

Education Funding Strategies

Retirement Planning

Retirement Plan Distribution Strategies

Business Needs

Business Continuation Planning

Buy-Sell Arrangements Funding

Business Succession Planning

Key Person Insurance

Employee & Executive Benefit Planning

Deferred Compensation

401(k) Plans (Safe Harbor, New Comparability, Profit Sharing)

Defined Benefits Plans

Simplified Employee Pension (SEP)

Selective Executive Retirement Plans

SIMPLE IRA

TSA/403(b)

Group Life, Health, Disability, and Long Term Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

rolf@businessandfamilyadvisors.com | (952) 392-1071