Solutions for Businesses

TSG Financial Strategies focuses on financial planning for business owners by addressing entrepreneur’s financial needs at every stage of the business lifecycle. We offer a wide array of services and consider your values and financial goals to create and execute customized strategies that help you meet your objectives. Detailed below are some of our most valued services.

Executive Benefits

The success of most businesses is tied into the talent, passion, and work ethics of their key executives. Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable. We can assist you with funding non-qualified plans, supplemental employee retirement plans, split dollar plans, and more.

Succession Planning

Succession planning allows owners to leave their business on their own timeframe while preparing their company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and delivers maximum value for the business.

Key Person Insurance

Key person life insurance offers a death benefit that helps indemnifies an employer for the loss of one of its most valuable assets - the key person. This can contribute to assure continuity of the business for employees, customers, and creditors, and protects against losses in sales, momentum, and credit. It can also be used to assist with recruiting and developing a replacement for the employee.

Funding Buy-Sell
Agreements

A buy–sell agreement is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or leaves the business, whether by force or by choice. A funded cross-purchase buy-sell plan utilizes life insurance to help ensure that the arrangement is properly funded so that there will be money when the event is triggered.

Funding Deferred Compensation

Deferred compensation is a written agreement between an employer and an employee where the employee chooses to have part of his or her salary withheld by the company, invested on their behalf, and distributed back to them at a pre-determined point in the future. Deferred compensation can be used as a flexible way to attract and incentivize key employees.

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