Business Financial Planning - M Brown & Associates

Creating a secure financial plan for your business can be a complex task. Providing comprehensive employee benefit plans to assure retention of key personnel, controlling the ever increasing insurance costs and regulations, and planning retirement options are just some of the challenges facing business owners today.

Presenting creative options to balance quality programs with affordability and compliance is
what we do.

Contact one of our Team to arrange a free comprehensive analysis of your company's financial plans, insurance and benefits packages, retirement options or any of the other services listed below.

Our Associates can design a turn-key retirement, insurance, or profit sharing solution specific to your business needs.


Click here to view some of the financial planning services we can customize for you.

Group Plans:

• Group Health Insurance
• High Deductible Plans
• HRA/ HSA
• Partial Self Funded Plans
• Cafeteria Plans Sect 125
• Group Life Insurance
• Group Dental Insurance
• Group Disability Insurance
• Long Term Care Insurance
• Group Vision Plans

Retirement Plans:

• 401 (k) Plans
• Simple IRAs
• SEPs
• Employee Investment Programs
• Defined Benefit Programs
• Highly Compensated Employees
• Asset Protection
• Buy Sell
• Deferred Compensation
• Business Planning

Profit Sharing Plans:

• Age Weighted Plans
• Safe Harbor Plan