Let your hard work pay off. With planning, you can feel the benefits you deserve.
How will you exit? Do you have a successor? Let us help you plan.
Just like your personal portfolio, your business should diversify its assets.
Let your hard work pay off. With planning, you can feel the benefits you deserve.
How will you exit? Do you have a successor? Let us help you plan.
Just like your personal portfolio, your business should diversify its assets.
Check out our video to find out more.
Protecting Your Family with Life Insurance is Simple and Affordable
Solid financial planning requires addressing all insurance needs. For families, with or without children, life insurance is a crucial piece that provides peace of mind for families through difficult times.
As a parent, one of the most difficult challenges is to imagine a world where your kids have to grow up without you. An important part of your financial planning is to prepare for that situation in advance. Life insurance helps to provide the financial resources to make your families dreams come true even if you are not there.
Straight Forward Life & Annuity offers a full range of life insurance products from Term Life to Universal and Whole Life policies. Each has their own benefits and drawbacks. We work hard to educate our clients so that they can make an informed decision that is both effective for their financial plan and fits into their current budget.
Make Your Business Work for You
As a business owner or entrepreneur, you work hard to make your business successful for you, your employees, and your customers. At Straight Forward Life & Annuity, we help business owners make their hard work pay off for them in the long term. From retirement planning, to business succession planning , to maximizing profit in the face of ever-changing tax policies, we can design plans that put you in control of your future and the future of your business.
Make Your Business Work for You
As a business owner or entrepreneur, you work hard to make your business successful for you, your employees, and your customers. At Straight Forward Life & Annuity, we help business owners make their hard work pay off for them in the long term. From retirement planning, to business succession planning , to maximizing profit in the face of ever-changing tax policies, we can design plans that put you in control of your future and the future of your business.
Business Succession Planning
You've built a successful business through hard work and dedication. An often overlooked part of owning a business is planning a goal-oriented succession plan or exit strategy that puts you in the drivers seat. The primary goals in business succession planning are to design a profitable exit strategy and to make sure there is a plan for events that could impact the business, such as a major illness or even the death of the owner. In either situation, Straight Forward Life & Annuity helps business owners determine the best strategy to make sure that the business can be continued successfully, either through a successful transfer of the business or funding that can help the owner make it through the illness.
Maximizing Profit as Your Business Grows
As your business grows and becomes more profitable, most business owners look to diversify their assets from the business to support other goals. Most owners will turn to retirement planning, living out their dreams, or even starting an additional business. From business valuation to buy-sell agreements and beyond, Straight Forward Life & Annuity can help you determine the best ways to maximize the success of your business now and in the future.
Maximizing Profit as Your Business Grows
As your business grows and becomes more profitable, most business owners look to diversify their assets from the business to support other goals. Most owners will turn to retirement planning, living out their dreams, or even starting an additional business. From business valuation to buy-sell agreements and beyond, Straight Forward Life & Annuity can help you determine the best ways to maximize the success of your business now and in the future.