Business Services

 

WealthPlan Financial Partners - Lowery Financial Group knows that if you are a business owner or employer, you know the determination and passion it takes to be successful. The professionals at WPFP - Lowery Financial Group have the expertise to offer a full line of products and solutions designed to help you pursue your goals.  
 
EXECUTIVE FRINGE BENEFITS

 Executive Bonus Plans

 Split Dollar Insurance

Deferred Compensation Funding

 Salary Continuation Plan

Non-Qualified Executive Fringe Benefits


EMPLOYEE BENEFITS PROGRAMS

 Pension, Profit Sharing and 401(k) Plans

Payroll Deduction Plans

 SIMPLE IRAs

Non-Qualified Retirement Programs


BUSINESS CONTINUATION PLANNING

Buy/Sell Strategies

Family Business Succession Planning

Key Person Insurance