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.