Robert P. Lockyer
Business Wise Insurance, PLLC
employee benefits | a registered investment adviser
Economic Alliance SC - Business Health Trust
employee benefits | keep your employees happy
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 closely-held business. Of particular interest are employee stock options plans (ESOP) advice, setup and funding and partner buy-sell trust funding. Helping the owners of privately-held companies reach their retirement and business succession goals is our primary goal.
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 Washington (WA lic # 210222), Idaho, Wyoming and Utah.