• Employee benefits
  
• 401(k) and other retirement plans
  
• Business succession strategies
  
• Salary continuation and disability insurance plans
  
• Business partner and other key man life insurance plans
  
• Executive benefit plans
  
• Group long-term care insurance
  
• Personal and family protections

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.