Broker Check

Business Estate Planning – Premier Planning Group

Success requires planning and Premier Planning Group focuses on developing a multi-level approach to protecting your company. We take a systematic look at your business and your needs, working with you to create a package that is designed to increase profitability and company success. Business estate planning ensures your employees have access to the benefits they deserve.

We know that running a business doesn’t allow for much downtime. PPG is an all-in-one partner for your business estate planning needs, allowing you to work with attorneys, CPAs, advisors, and all the other expert minds you need to make these important decisions in one place.

Talk to us about retirement planning options from pensions to Roth 401Ks, employee benefit plans for medical, dental, and vision, business estate planning considerations like successions and buy-outs, or financial planning and options for executives -- important programs that can greatly increase the stability and security of your company.

Let us know where your company is headed, and we’ll get the path started. PPG is proud to offer products and business estate planning services to businesses in the following areas:

Executive Compensation Plans

  • Tax implications of bonus plans
  • Pension plans for the highly compensated
  • Company sponsored financial planning for key executives
  • Non-qualified deferred compensation

Employee Benefits Program

  • Group Medical and Dental
  • Group Life & AD&D
  • Group Short & Long-term Disability Income
  • Flexible Spending & HSA Programs

Qualified Retirement Plans

  • Plan design and installation
  • 401K programs
  • Pension/profit sharing
  • New comparability plans
  • Simple IRAs
  • SEP  plans

Business Continuity

  • Buy and sell agreements
  • Key person insurance
  • Business transfer planning
  • Disability buy-out arrangements
  • Inheritance and estate considerations

Tax Planning

  • Federal income tax
  • Estate tax
  • Tax-free wealth accumulation
  • Tax deferral arrangements