Business Planning Services

We apply our same consultative approach to your business planning needs by helping family and privately-owned businesses optimize cash flow, retirement planning, risk management and more. By conducting a thorough business risk analysis, we can help point out any gaps in important insurance coverages and areas that may benefit from more cost effective solutions.

We provide innovative solutions for your specific needs in these and other areas:

  • GROUP HEALTH INSURANCE BENEFITS
  • Group Health Insurance
  • Group Life Insurance
  • Group Long-Term Care Insurance
  • Group Disability Insurance
  • Group Dental/Vision Insurance
  • RETIREMENT PLANS
  • 401(k) Plans
  • SIMPLE IRAs
  • SEP IRAs
  • Deferred Compensation Plans
  • Defined Benefit Plans
  • COMMERCIAL PROPERTY & CASUALTY INSURANCE
  • Commercial Auto Insurance
  • Workers Compensation Insurance
  • General Liability Insurance
  • Bonding Programs
  • Errors and Omissions/Malpractice Insurance
  • Commercial Umbrella / Excess Liability
  • Directors and Officers
  • BUSINESS LIFE INSURANCE PLANS
  • Buy/Sell Agreements
  • Key Person Life Insurance
  • Corporate Owned Life Insurance
  • Business Overhead Expense

Contact Us today for a no-obligation
consultation and learn more about these
and other business financial services
available through The Point Financial Group.