Secure Financial Services, Inc.


Business Planning

Every business experiences change. Regardless of its size and scope, your financial goals and needs for protection change too.

Whether you are starting a new business, expanding, or considering ways to pass along the business when you are gone, SFS can provide the products and services to help you invest in your future. We can introduce you to creative planning devices that have strive to helped our client stake advantage of the leverage that a business provides and potently saves on taxes and benefits. We have developed strategies in many areas, including:

Business Continuation Planning

  • Funding Buy/Sell Agreements: Creating a market for your company’s stock after you are gone.Assuring control to the surviving partners.
  • Key Person Insurance: Protecting your business against the potential loss of a key employee.

Fringe Benefit Planning

  • Non-qualified Salary Continuation Plans: Maintaining valuable employees by supplementing their retirement benefits.
  • Split-Dollar Plans: Providing personal insurance for yourself or a valued employee with low-cost corporate dollars.
  • Qualified Pension Plans and Retirement Strategies: Strengthening your employee benefits program with programs that have corporate and employee tax benefits.
  • Executive Bonus Plans: Rewarding key employees with life insurance, paid with deductible corporate dollars.