Wealth Accumulation/PreservationFinancial Strategies for Business

As a business owner, you are needed to direct and manage the core products and services of your business. At the same time, you need qualified individuals who can provide you with timely and accurate information and advice.  Contact us today to meet with a Bill C. Brown Associates agent who can help you make solid financial decisions for your business.

Available Business Financial Services

Retirement Plans 

  • 401ks, 403bs
  • Simple IRAs


Employee Benefits - Learn more

  • Life & Health Insurance
  • Dental Insurance
  • Disability Insurance


Executive Benefits & Business Succession Planning

  • Executive Bonus Plans
  • Executive Carveout
  • Key Person Benefits
  • Executive Disability Insurance
  • Deferred Compensation Plans
  • Buy-Sell Plans
  • Transition Planning


Estate Plan Funding

  • Coordinate with your Attorney to Develop a Plan
  • Place Products in your Plan to Provide Funding
  • Work with your Attorney to Monitor the Plan


Self-Employed Strategies

  • Simple IRAs
  • SEP Plans
  • Medical Savings Plans
  • Roth IRAs