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BUSINESS CENTER
EMPLOYEE BENEFITS, INSURANCE, & MORE

Wouldn't it be nice to have a one-stop shop for your employee benefits, insurance services, and tax strategies? When you have one person you can trust to handle all of your financial servivces needs, you feel confident. You know that you are in good hands and can focus on what's important to you... running your business.

employee benefits medical EMPLOYEE BENEFITS

  • Group Insurance: Medical, Dental, Vision, Life, Disability, Long-Term Care, and more.
  • Retirement Plans: Defined Contribution & Defined Benefit Plans, 401(k), New Comparability Profit Sharing Plans, 419-Welfare Benefit Trusts, 412(i) Plans, and more.
  • Executive Benefits: Deferred Compensation, Golden Handcuff Plans, Key-Person Retention Programs, and more.
  • health medical insurance policy

    INSURANCE SERVICES


    In addition to group insurance, many businesses utilize Buy-Sell Life Insurance, Key Person Insurance, Business Continuation, and Disability & Overhead Protection Insurance. Owner-only Insurance: Disability, Long Term Care, and Life Insurance. Pay for personal insurance through the business.

    Tax Strategies businesses

    TAX MINIMIZATION STRATEGIES

    Nobody enjoys paying taxes. Nobody.
    Through careful, creative planning it is possible to defer taxes, reduce taxes, and in some cases eliminate taxes. Keep yourself informed of the cutting edge strategies available to you.
    Business OwnersAs a business owner, your business and personal financial needs are tied together. Together we can design and implement an integrated approach to meet your financial goals and objectives. This allows your business to provide cost-effective benefits for employees and key executives, and achieve your own personal financial goals.

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    Your employees are a key asset to your business, and happy employees are the best employees. Effective benefit packages allow your company to retain, motivate, and recruit the right employees while providing your business with valuable tax advantages. Explore a variety of programs that can be tailored to meet the needs of your business and your employees, from qualified retirement plans and executive compensation programs, to custom group benefit packages.

    As the business owner, your blood, sweat, and tears built the business. Sometimes you may ask yourself, “What’s in it for me?” Fortunately, there are programs that directly benefit you, the business owner. These programs range from aggressive retirement packages with large tax deductions, to owner-only insurance programs. Together, let’s explore a variety of programs designed to keep you and your business prosperous.

    Ask about the super-sized retirement program that allows a business owner to put up to $668,000 into the plan each year. This is nothing like the IRA your CPA recommended!

    Michael Kortz, California Insurance Lic. 0C79378 Employee benefits for businesses. business, small business, employee, benefits, group insurance, life insurance agent, health insurance agent, life insurance broker, health insurance broker, insurance agent, insurance broker, medical insurance agent, authorized insurance agent, medical insurance broker, long term care, disability insurance, travel insurance, employee benefits, retirement plans, insurance planning, insurance services, San Clemente insurance, Orange County health insurance for business individual health insurance health insurance quotes life insurance information life insurance quotes long term care insurance quotes disability insurance quotes international travel insurance business employee benefits insurance blog home page rave reviews background information breaking news contact information dental insurance quotes dental insurance group medical insurance orange county health insurance quotes orange county life insurance quotes san clemente health insurance quotes san clemente life insurance quotes
    34231 Camino Capistrano, Suite 201, Capistrano Beach, CA 92624 - (949) 226-8390