security planning FOR BUSINESS
Buy/Sell Agreements – Prepare your business financially for unexpected co-owner death or departure.
Key Man Insurance – Ensure financial protection is in place should you lose a key member of your staff to death or long-term incapacity.
Business Succession Planning – Build your strategy for transferring control of your business for when the time comes.
Employee Benefit Program – Give your employees financial security with a benefit program and you’ll help ensure the security of your business.
Employee Retention Planning – Uncover possible reasons for employee departure and plan for prevention.
Save, grow and protect your corporate assets with corporate financial planning services from a Valley-Wide financial advisor.
To learn more, contact us.
Mutual funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Valley-Wide Group of Companies.
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