Discover the importance of exit planning for business owners in this eye-opening video. Turtle Creek Financial Group helps you address common challenges in key areas such as key employees, partners/shareholders, family planning, and heirs. Through our “stop” approach – Solve The Owner’s Problems – we enhance security, reduce taxation, and increase the likelihood of a […]
STOP – Solve the Owner’s Problems Read More »
In this video, Turtle Creek Financial Group highlights their expertise in supporting Managing Owners. Discover how they help develop strategies to optimize the earnings power of your business, create personal wealth, and ensure business continuity. Learn about their comprehensive approach, including key employee indemnity, partner protection, income replacement, retirement planning, and estate equalization. Say goodbye
We specialize in helping business owners harness the earning potential of their enterprises to create personal wealth outside of the business while ensuring business continuity. We don’t encourage clients to invest in other enterprises but focus on amplifying the value of their own personal enterprise in the most efficient manner possible. As a business owner,
Business Owner Concerns & Obstacles Read More »
Learn how our insurance specialists can assist in exit planning.
Role of the Insurance Broker in Exit Planning Read More »
Learn about the challenges business owners face if they plan to sell their business.
Outlining the Problem Read More »
Simplified employee pension IRAs (commonly referred to as SEPs) allow employers to establish and fund the plan after the employer’s tax year ends. They are the only employer sponsored retirement plan that does not have to be established prior to the end of the tax year. Like profit-sharing plans, only employers contribute to a SEP.
Simplified Employee Pensions (SEP) Read More »
A well-designed non-qualified deferred compensation plan can provide attractive supplemental retirement benefits to executives who have “maxed out” their qualified plan contributions. It can be a much needed incentive for employers to attract and retain these individuals. Unlike qualified plans, the non-qualified plan can be custom-designed to fill the unique needs of different executives and
Non-Qualified Deferred Compensation Read More »
Every business operating today has key people that help it remain successful and profitable. Although most businesses insure their property and profits, few think to insure their most precious assets—the men and women whose experience, talent and judgment contribute substantially to the financial success of the business. Loss of a key person can adversely affect
Employee Retention/Key Person Read More »
Executive bonus plans can provide key executives significant benefits on a tax-deductible basis for the employer in an effort to recruit, reward and/or retain top talent. A way to reward key employees with no discrimination rules. A plan where all contributions can be tax deductible. A plan that is simple to administer and requires no
Executive Bonus Plan Read More »