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



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