Strategies for Businesses
RaiStone Wealth Partners empowers business owners to take control of their finances.
Our tailored financial plans are designed to fit the specific needs of your business, your employees, and your vision for the future. Your RaiStone financial planner develops customized strategies designed to add long-term value for your growth and success.
We offer a variety of employee benefit strategies and products, and executive benefits to help you stay competitive and maintain quality employees. We also offer evaluation of buy-sell agreements, and comprehensive business succession planning.
Executive Benefit & Deferred Compensation Plans
Executive Benefits
- Bonus Plans
- Deferred Compensation Plans
- Split-Dollar Plans
Business Succession Planning
Business Continuation Programs
- Key Person Coverage
- Buy-Sell Agreements
- Succession Planning
- Business Overhead Expense
- Disability Buyout
- Employee Stock Ownership Plans (ESOP)
Employee Benefit Plans, Pension & 401(k) Implementation
Retirement Plans
- Simplified Employee Pension Plans
- SIMPLE Plans
- IRA
- 401(a)
- 457(b)
- 401(k): Owner 401(k), Roth 401(k)
- 403(b)(7)
- 403(b)
- Pension/Profit-Sharing
- Roth 403(b) and Roth 457
- 412(e) Plan
Group Insurance
- Health Insurance
- Long-Term Care Insurance
- Disability Income Insurance
- Life Insurance
Employee Benefits
- Dental
- Vision
- Life
- Short-Term Disability
- Long-Term Disability
Estate Planning & Wealth Preservation Strategies
Business Planning and Estate Planning Strategies
- Buy-Sell Plans
- Non-Qualified Retirement Plans
- 401(k) Retirement Plans
Employee Financial Planning & Seminars
Financial Planning
- Employee Financial Planning
- Educational Seminars