I & E Planning

Trusted Planning for Retirement, Income, and Legacy

We have seen countless times where business owners often forego personal savings to start and grow their businesses.  The costs of opportunity can include the use of retirement accounts, business loans and sacrificing time with your family.  We understand the value of the business is extremely important to the future financial security of the principals, the employees and their families.  The I&E Planning process enables us to design and administer multiple solutions to meet the needs of you, your family and your business. Here is a high-level snapshot of how we get started.

  • Consulting to Establish Objectives
  • Custom Plan Design
  • Optimized Plan Funding
  • Participant Communication, Education, & Enrollment
  • Plan Administration

You’ll experience exceptional service, delivered seamlessly.  I&E Planning will work with your organization to provide comprehensive planning and financial solutions.  Whether it is a new project or you are interested in a second opinion, we are ready to help you.

I&E Discussion Points

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Consulting to Establish Objectives

I&E Planning understands that business owners need support when evaluating opportunities in the market. Determining plan design, selecting products, navigating underwriting guidelines, and coordinating compliance involves many moving parts.

To help, we have assembled an experienced team of internal and external professionals ready to guide you through the process. Using a proven methodology, our team helps business owners identify, develop, and implement effective planning strategies. Throughout the process, you gain access to subject matter experts, carriers, and alliance partners to support complex strategies.

Custom Plan Design

Each plan we present is unique to you and your circumstances.  We work for you. Every person is unique, each plan is unique, which means your next step will depend on what stage of the process you’re in. Awareness, Concept, Discovery, Design, & Implementation are just a few of the business planning processes.

Optimized Plan Funding

Where will the money come from?  Optimized plan funding means we will show you what needs to be done and the recommended source of funding to grow your business.  

Participant Communication, Education, & Enrollment

One of the challenges associated with successfully engaging benefit plan participants is figuring out your audience's preferences. Understanding a participant's behavior is the key to successful engagement.  We provide friendly and useful experiences which makes the decision-making process less intimidating and more enjoyable.

Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC (LSA), an investment advisor registered with the Securities and Exchange Commission (SEC). LSF and LSA are affiliated companies and do not provide tax or legal advice, nor does Income & Estate Planning. LSF and LSA are not affiliated with Income & Estate Planning. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.

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