Businesses and Business Owners

 
Wells Wealth Strategies has extensive experience working with businesses and business owners with retirement planning vehicles such as 401(k)s and executive bonus plans, employee benefits such as group life and disability insurance, as well as, risk management vehicles such as key-man or buy-sell agreement life and disability insurance.
 
 

INDEPENDeNT CONTRACTORS

SEP IRA VS. SOLO 401(K)

 
Many of our independent contractors and single employee business owners have benefited from learning about the retirement vehicles available to them.  Please feel free to contact us to help you determine which vehicle may make the most sense for you.  Below is an interesting article discussing two of the most popular.
 
 
 

SPEAKING ENGAGEMENTs

 
If you would like Chris to speak to you or your company's employees on financial matters, please email him at chris@wellswealthstrategies.com.
 

 

Group Insurance

  • Health Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Life Insurance

Financial Planning1

  • Employee Financial Planning
  • Educational Seminars

Business Planning and Estate Planning Strategies

  • Buy-Sell Plan Funding
  • Non-Qualified Retirement Plans
  • 401(k) Retirement Plans

Retirement Plans

  • Individual Retirement Accounts (IRAs)
  • Simplified Employee Pension Plans
  • SIMPLE Plans
  • 401(k): Owner 401(k), Roth 401(k)
  • 403(b)(7) (non-contributory)
  • 403(b)(1)
  • Pension/Profit-Sharing
  • Keoghs
  • 412(E) Plan

Executive Benefits

  • Bonus Plans
  • Deferred Compensation Plans
  • Split Dollar Plans
  • Group Carve Out

Business Continuation Programs

  • Key Person Coverage
  • Buy-Sell Agreements
  • Succession Planning
  • Business Overhead Expense
  • Disability Buyout
  • Employee Stock Ownership Plans (ESOP)

Life insurance and annuities are issued by AXA Equitable Life Insurance Company (New York, NY) and by various unaffiliated companies. Disability insurance, long-term care insurance and health insurance are underwritten by unaffiliated carriers and offered through AXA Network, LLC, an insurance brokerage affiliate. AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, in PR as AXA Network of Puerto Rico, Inc.

1 Fee-based financial planning is offered by financial professionals who are investment advisor representatives.

GE-113123 (4/16)(Exp 4/18)