Epstein & Kolacz Financial Advisors

(972) 771-9411

Business Solutions

Retirement Plans

  • 401k
  • Safe Harbor 401k
  • Simple IRA
  • Profit Sharing
  • SEP
  • Self Employed 401k
  • Defined Benefit
  • Voluntary Benefit Programs

Employee Benefits

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Short and Long-Term Disability
  • Long-Term Care
  • Voluntary Benefit Programs

Executive Benefits

  • Deferred Compensation Plans
  • Defined Benefit Plans
  • Private Split Dollar

Business Protection

  • Buy/Sell Agreement Funding
  • Cross Purchase Agreement
  • Key-Man Insurance
  • Business Overhead Protection
  • Disability Buy-Out Protection

Business Succession

  • Pre and Post Death Planning

 

 
 

Have A Question?







Thank you! Oops!

Recommended Content

Saving for College 101

Here’s a crash course on saving for college.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.