Individual Solutions
• Individual Financial Services
• Estate Review (Wills & Trusts)
• Investments
• Life Insurance
• College Funding
• Retirement Plans
BWS Signature Programs
• Business Evaluation Programs
• Key Employee Retention/Vesting
Programs
• Corporate Fundng Programs
• Employee Service Program
• Financial Literacy Improvement
program
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Business
Owner Solutions
• Executive Benefits
• Key Employee Retention Program
Corporate Solutions
• Qualified Executive Benefit Plans
- 401 k plans
- sep plans
- group IRA plans
- 412i plans
• Non-Qualified Executive Benefit Plans
- Deferred Compensation Plans
- Executive Bonus Plans
- Owner/Employee Plan
- ESOP Plans
- SERP Plans
- Gap Plans (highly compensated -Executives)
- Welfare Benefit Plans (Business Owner’s Family)
- Corporate tax-reduction strategies
- Life & Health Insurance Plans (Individual or Group)
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