Financial Solutions for You and Your Business

keystoneFinancial Solutions for You and Your Business

Working closely with your legal and tax advisors we can help you reach your business and estate financial goals with solutions that will help maximize your personal benefits, provide the tools to recruit and retain employees, protect against the loss of key employees and create ownership succession strategies.  These solutions can help build your business and transfer wealth to future generations.

Once your customized strategy is in place we continue to support you by conducting annual reviews to ensure your financial goals are on track.

Products and Services for:

Retirement Planning – Qualified plans can help owners and long-term employees build financial independence. Some examples are 401(k), pension, profit sharing, SIMPLE and Defined Benefit plans.

Employee Compensation Strategies – We design supplemental pension, deferred compensation, executive bonus and other retirement and incentive compensation programs.  These programs motivate key people with financial incentives that enhance job security.

Executive Compensation Strategies(1) – We can help you create the employee benefit package that’s right for your business including: disability income insurance, long-term care insurance,  employee voluntary and cafeteria plans.

Employee Benefits(1) – We can help you create the employee benefit package that’s right for your business, including: disability income insurance, long-term care insurance, employee voluntary plans and cafeteria plans.

Educational Services – We can conduct seminars for your employees on their retirement packages.   As a value-added service we offer educational seminars on a variety of financial topics.

Key Person Insurance – The death of a key employee can create serious problems for a business.  We can help protect you against this loss.

Business Succession Planning – Our succession strategies can be catered to your wealth transfer objectives.  We can provide life insurance funding for a Buy-Sell Agreement to provide for the orderly disposition of a closely held business if an owner dies, becomes disabled or sells.

For family business owners we identify alternative business strategies to equalize estate assets among all children – whether they’re active or inactive in the family business.

Signator Invesors, Inc. provides fee based advisory accounts and fee based financial planning and only qualified representatie enrolled in the Signator Investors, Inc. Corporate Registered Investment Advisor Program may offer these advisory products and services. 

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