Agency Description:
We help small business owners and professionals achieve financial independence by increasing cash flow and utilizing strategic financial planning. We specialize in helping small business owners and professionals establish Executive Bonus Plans (IRC Section 162), Supplemental Executive Retirement Plans (SERP) and Buy/Sell agreements. If you left 401(k) money at a previous employer or have an IRA that is not performing well, let us help you. We can facilitate a tax-free IRA rollover.
Wayne Bland is listed with the title of Owner and has a profile that has been viewed more than 125 times.
The business is listed as having employees .
Agent Updates
- Aug 29, 2012 at 9:36 AM: Updated agent image / logo
- Aug 29, 2012 at 9:36 AM: Company review.
- Aug 29, 2012 at 9:35 AM: Added agent to Insurance Level
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