Small Business Owners
You're the only one who cares about your business more than we do.
Business owners have many unique needs. However, they have to spend their time focusing on their customers and not the investment world. Working with Envoy can help you and your employees have both.
Envoy Wealth Management can take the burden off of the business owner by assisting you in designing, creating and/or monitoring your company's custom-built retirement plan, such as a 401(k).
We can also assist you in finding ways to add value to your benefits package, enabling you to either recruit or retain top talent.
We'd also be more than happy to confer with your accountant or legal representation to make sure that all aspects of your business are working in tandem with each other.
In addition to the retirement plan building and monitoring, Envoy can also work with business owners on disability insurance (such as Aflac), group health, executive bonus plans, buy/sell agreements (via Fixed/Permanent Insurance), adding college savings plans for employees, and key man insurance.
Let us be the Envoy to your business's financial well-being!
Treat Your Employees Like Family
Let us educate you on the wide variety of benefits that we can help you offer to your workforce. Satisfied employees are more loyal to a business, creating happier customers too!
The Buck Stops With You
As a plan sponsor, you must act on behalf of your employees in a fiduciary manner. Let Envoy review your current retirement plan to solve potential problems before they pop up.
Protect What's Important
Life insurance isn't just for individuals. It can be a vital tool to solve your business needs such as executive bonuses, key man protection, buy/sell agreements and much more