Go with a team approach.
Partnering with the EBGUY enhances your practice by sharing over 30 years of experience and a host of professional resources to assist with your business owner client's planning needs.
YOU are the primary client.
Our practice keeps you, the advisor, as the primary point of contact and relationship manager with the business owner. Our process of ENGAGE, DISCOVER, DESIGN and EXECUTE best identifies the needs of your client and where you can best help them achieve their goals.
An estimated 10 million closely held businesses will transfer $12 Trillion of wealth over the next 10 years. These owners are in critical need of advice and solutions to retain, reward and recruit key talent to protect the future of their business and key source of retirement wealth. Contact me today to learn more about how to add executive benefit planning to your practice.