Broker Check

Business Strategies

Business Continuation Planning

  • Funding Option Analysis
  • Informal Buy - Sell Review
  • Family Business Succession Planning
  • Key Person Insurance

Executive Fringe Benefits

  • Executive Bonus Plans
  • Split Dollar Insurance
  • Deferred Compensation Funding
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

Employee Benefit Program

  • Life and Disability Income Insurance
  • Pension, Profit Sharing and 401(k) Plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Non-Qualified Retirement Programs



Although a Buy-Sell Review from Principal provides a valuable starting point, it does not provide you with a legal opinion as to the legal or tax implications of your agreement or to the appropriateness of any funding strategies. Principal cannot provide you with any legal document or revise existing legal documents. The valuation will not be a substitute for a formal valuation nor does it establish a value for tax purposes. The review is intended to help identify your objectives for the buy-sell agreement and issues that must be addressed to help ensure those objectives are being met.