LINDAK Family Legacy Financial Solutions

By: Family Legacy Financial Solutions  09-12-2011

Real Solutions for Real Businesses. Strengthening Your Company.

Let's face it: Being a business owner is a huge responsibility - and quite often complicated.  Not only must you manage operating your business and keep it profitable, you are also responsible for any employees you may have working with you.  Many business owners implement a group benefits plan for their workers, but are there more cost and tax-effective plans that can be designed?  And while you may have worked hard to ensure your employees are well-protected, have you taken measures to cover yourself?

Unexpected disability or illness, or a sudden death, are all very real-life issues that people face every day.  While it is difficult to fathom that our lives could suddenly change, there is a very real possibility that any of the above three could happen within anyone's lifetime.  Is your business able to run without you? Are YOU able to live without your income if you can no longer work?

Whether you work in the trades or work in an office, as an entrepreneur of any kind you have a myriad of strategies and products designed to protect your business in the event of unplanned events that could be catastrophic to your operation.  We can help make sure that your income will continue for several months or years, or the rest of your life, if needed. 

Ensuring you have adequate and quality protection are things to be considered when working to solidify your business and its value. 

  • Business Continuation Planning
  • Retirement Compensation Strategies
  • Income Loss Replacement Plans
  • Risk and Liability Management
    • Office Overhead Expense Insurance
    • Partnership Buy/Sell Funding for Death/Disability/Critical Illness
    • Key Person Insurance
  • Employee Life and Health Benefits

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Services - Linda Kalnins

We employ the best financial tools and resources to optimize the process in bringing you closer to the financial security you have always imagined. Whether or not you are looking for services as an individual, family, or business, we remain committed in our comprehensive service model. Regularly monitoring and reviewing your progress allows us to determine if your plans need adjustments over time.