Services Offered

  • 401(k) Plan Design

  • Buy- Sell Agreements

  • Succession Planning

  • Key Person Insurance

  • Supplemental Executive Retirement Plans

  • Non-Qualified Deferred Compensation

  • Income Protection

  • Life Insurance Retirement Strategies

  • Supplemental Retirement Income

  • Wealth Transfer

  • Estate Planning

  • Financial Planning

Plan Design & Consulting

Keeping up with the ever-changing landscape of 401(k) plans requires plan sponsors to exercise creativity and innovation in the design and operation of their plans. Financial Strategies Agency has been at the forefront of emerging industry trends, as a result, we are able to position our clients on the cutting edge of 401(k) best practices. Our firm has a long history of innovative, forward thinking.