Your business and personal plan are connected
For many owners, the business is both an income source and a major asset. Planning can explore personal retirement savings alongside continuity, key-person protection, executive bonus concepts and succession priorities. Legal and tax professionals should review matters in their disciplines.
What a conversation may cover
- Owner retirement goals and savings
- Key-person and continuity risks
- Executive benefit concepts
- Succession and legacy priorities
Local, personal and easy to start
Theodore Gerges serves individuals, families and business owners in Davie, Cooper City, Plantation, Weston, Fort Lauderdale and surrounding South Florida communities. Meetings are available virtually, and the initial review is complimentary.
Frequently asked questions
What is an executive bonus strategy?
It is an employer-sponsored arrangement that may use compensation to provide a selected employee with benefits. Structure and tax treatment require professional review.
Can you coordinate with my CPA or attorney?
Yes. Collaboration can help keep financial, tax and legal work aligned while each professional stays within their role.