Serving Business Owners with investment and continuation planning
As a business owner you are faced with unique investment and insurance opportunities for yourself, your employees and your family. The team at Estate Management Group has more than 30 years of experience in investment and retirement planning with a focus on serving business owners and the self-employed.
Our Business Owner Investment Services Include:
- Business retirement plans
- Business continuation and insurance plans
- Risk mitigation strategies
- Referrals and coordination with CPAs and Attorneys