Who We Serve

Business Owners

Business owners lead, control and make decisions for the enterprise, affecting themselves, shareholders, employees and whole families. As daunting as owning and running a business can be, however, its rewards are potentially great. With so much to attend to, owners often miss making timely critical decisions.

Alvin Kingcade

We work to understand your business in order to provide you and your employees with the security you need.

Our businessKillers® workshops help busy owners focus on real issues in timely ways, saving decision-making time and frustration just when you don’t need them1.

Family Business Partners allows family owned businesses to learn about succession planning issues at family business centers nationwide.

The QuickCloseSM program facilitates obtaining life insurance required on commercial loans when speed and accuracy are paramount. Without quick insurance approval, an owner could wait too long for the loan to be approved and for the cash needed for the business2.

1. businessKillers® is a trademark of Lighthouse Strategic Projects Group, Inc. Langhorn, PA

2. QuickCloseSM is a service mark of Massachusetts Mutual Life Insurance Company, Springfield, MA 01111-0001

 





FFG Associate of the Year 2009
Caren R. Levine, CPA*, CLTC, CFBS

Caren provides a portfolio approach that not only includes tax savings strategies but also estate analysis, wealth transfers, business continuation and disability income insurance protection.  One of our leading associates, Caren is proud to make a positive difference in people’s lives by offering financial strategies from someone they can trust.

*Licensed, not practicing on behalf of MassMutual or

MML Investor Services, Inc.

 

 CRN201202-129029