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Business-owner Strategies Group

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Business-owner Strategies Group

Overview:

We are a team of highly-qualified financial advisers partnered with MassMutual Raleigh-Durham, a General Agency of Massachusetts Mutual Life Insurance Company (MassMutual) to bring our knowledge and their resources to our clients.

We work closely with select business owners and families where we can have high impact on their financial well-being through the creative use of investment and insurance solutions. We help owners tax-effectively pursue more value from their businesses.

Our ideal clients are individuals who have one or more significant ownership stakes in a bona-fide business, or have a substantial portion of their income in the form of K-1 or have significant variability in their income due to the nature of their compensation package. These individuals have unique long-range and near-term planning needs that many advisors simply are not equipped to meet.

Typical things our clients ask for help with include:

   Addressing the limitations of ERISA plans for HCEs and owners
   Providing competitive compensation packages using non-ERISA approaches
   Creating long-term incentives with deferred compensation
   Planning funds to buy out owners in the event of death, disability or retirement
   Having resources to get through the loss of a key person or owner set-back
   Maintaining balance sheet working capital and portfolio diversification
   Achieving financial independence from their businesses
   Setting aside tax-advantaged dollars for personal retirement purposes
   Avoiding family disputes and preventing a forced business sale upon
Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

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