Small Business

As a small business owner, you have a lot of balls in the air. You need to protect your family, your business and your employees. What’s right for you?

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Insurance and benefit plans can help small businesses in a number of ways. Business continuation plans can help protect your business if you lost a partner or other essential employees and it can help facilitate the exchange of business ownership when you’re ready to step down. Small business benefit plans can also help you attract and retain top-notch employees, in addition to protecting your own family. We can even help you unlock the value of your business so that you can retire without depleting your business’s capital.

At Achieva Wealth Advisors, we can serve as benefit planning consultants, helping you create and implement a benefit plan that’s right for your business. We’ll work with your attorney, CPA and your other business advisors to help you put your plan in place.

Our Small Business Benefit Planning services include:

  • SEP IRAS
  • SIMPLE IRAs
  • 401(k) profit sharing solutions
  • Owners-only 401(k)
  • Buy-sell agreements for life insurance plans

Achieva Credit Union also provides:

Contact

1-727-443-8019 WealthAdvisors@achievacu.com
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