Robert P. Lockyer
Business Wise Insurance, PLLC
employee benefits | a registered investment adviser
employee benefits | keep your employees happy
recruit, retain, reward good employees
workforce financial security
paycheck protection | group life insurance
401(k) Retirement Plans
planning and investment advisory services
executive benefit plans
retain your stars | selective benefits
key employee benefits | critical operations
We stay focused on market trends, so you don't have to.
Recruit, retain and reward your employees.
Years of experience have prepared us to help you recruit and retain key talent.
1. Family transition; 2. Partner succession; 3. Sell to an ESOP; 4. Open market sale; 5. Professional association choice.
Bob's experience emphasizes business partner buy-sell agreement funding, trust owned insurance and retirement plans sponsored by small business. Of particular interest Employee Stock Options Plans (ESOP) funding and partner buy-sell trust funding which help the owners of privately-held companies reach their retirement and business succession goals.
At some point in time, everyone must slow down and realize the fruits of their labors. Bob has been providing individuals and businesses their employee benefit plans since 1994 and is licensed in Nevada, Utah, Wyoming and Washington (WA license # 210222).