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Strategies for Businesses

If you own a business, there are many financial decisions you must make to protect your business and your employees. At NobleMark Financial, we’ll work closely with your other trusted advisors to help you pursue your goals for your business. We offer strategies that can help you provide the benefits that will recruit and retain employees, protect against the loss of key employees, and create ownership succession strategies. These strategies can help build your business and transfer the business to future generations:

Retirement Planning
Qualified plans can help owners and employees build financial independence. Some examples are 401(k), pension, profit sharing, SIMPLE, and Defined Benefit plans.


Executive Compensation Strategies
We design supplemental pension, deferred compensation, executive bonus, and other retirement and incentive compensation programs. These programs motivate key people with financial incentives that enhance employee retention.


Employee Benefits
We can help you create the employee benefits package that’s right for your business, including disability income insurance, long term care insurance, group medical, group dental, employee voluntary plans, and cafeteria plans.

Key Person Insurance
The death or disability of a key employee can cerate serious problems for a business. We can help you protect against this loss.


Business Succession Planning
Our succession strategies can be catered to your wealth transfer objectives. We can provide life insurance and disability income insurance funding for a Buy-Sell Agreement to provide for the orderly disposition of a closely held business if a business owner dies, becomes disabled, or sells.


Educational Programs
We can conduct seminars for your employees on their retirement packages. And as a value-added service, we can offer educational seminars on a variety of financial topics.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

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