PRODUCTS AND SERVICES

  • Employee Benefits
  • Corporate Retirement Plans
  • Executive Benefit Programs
  • Wealth Transfer Funding
  • Business Succession Planning
  • Personal Planning
  • Business Succession Planning

    The unique needs of businesses and their owners require an in depth analysis to identify significant risks, future needs, exit strategies, potential buyers, key employees, and other components to a business’ long term success. Spitzer & Associates provides creative thinking and design to tailor recommendations to various concerns.

    • Ownership Transfer (Buy/Sell) Agreements
    • Debt Collateralization Life Insurance Coverage
    • Supplemental Employment Agreements
    • Key Person Coverage
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