Patrick J. Modjeski - VantagePointe Financial Group

Whether your business stays in the family or is sold – it’s important to have a properly structured and well-funded continuation plan in place. I want to help you feel confident in your succession plan. Message me with your business planning questions.

Successful business owners are thinking outside the box when it comes to employee benefits. Offering long-term care (LTC) coverage can set you apart from your competitors while leveraging additional tax advantages.

Teamwork makes the dream work. But what happens when a key player on your team is absent? Ensuring your business is prepared with Key Person insurance can help your company weather the loss of your key employees.

You’ve worked hard to build your business, but where will your income come from when it’s time to retire? Annuities offer a tax-deferred retirement income strategy for entrepreneurs. Message me for more information.

Spring cleaning can lead to more than just an orderly home. Contact us to find out how a review of old annuity contracts and policies can lead to new opportunities.

What are your spring cleaning goals this year? Cleaning the garage? How about financial well-being? Contact us and we can help with strategies to keep everything in order.

It’s spring cleaning time! Not just for your home, but your financial life, too. We have ways to help you keep your budget, documents, and information organized. https://s3.amazonaws.com/static.contentres.com/media/documents/59213299-891d-4221-bf3a-e8cf4f2efd03.pdf