Services for Business Owners

Here at MJS Financial Group, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.

  • Asset Protection
  • Succession Planning
  • Business Insurance Planning
  • Buy Sell Agreements
  • Disability Insurance
  • Employee Benefits
  • Income Protection
  • Key Person Protection
  • Life Insurance
  • Retirement Planning
  • Risk Management
  • Supplemental Benefits
  • Comprehensive Financial Planning
  • Group Medical Insurance
  • SEP IRA
  • 401(k) Setup
  • 401(k)/IRA Transfers

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