Bartlett - Established 1884 in New York City

Business Planning

Our staff draws from a depth of experience, subject matter expertise, and the administrative and research resources of Foothill Securities and our business partners. As business owners ourselves, we share our experience and knowledge with you as well. We offer the benefit of our network of Human Resource, Accounting and Legal Professionals. Our Business Services include:
  • Succession planning
  • Qualified and non-qualified employee benefit programs
  • Profit sharing plans, retirement plans (i.e. 401(k) plans & Simple IRA’s)
  • Insurance planning for owners, partners and key employees
    • Long Term Care
    • Health Insurance
    • Term
    • Whole Life       
  • Buy/Sell agreements
  • Contingency planning
  • Cash flow analysis

 

 

Copyright 2005 Project Seven Development