There are a number of highly efficient tools available to supercharge your retirement income strategies and ensure business continuity and protection.
Buy-Sell Agreement
Split Dollar Insurance
Qualified Retirement Plans
Individual Retirement Account
Pension Maximization
What will happen to your business if you, a business partner, or a key-person is unable to work, becomes disabled, dies, or retires?
David Mersereau is focused on meeting the financial and retirement needs of others through implementing financial strategies, coordinating estate planning, securing college funding and guaranteeing your insurance needs are met.