Robinson and hardin business platform
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Transcript

  • 1. R&H will assist in facilitating the management
    of the following platforms.
  • 2. Risk Management
    Life Insurance
    Medical Insurance
    Long Term Care
    Disability Income
    Property & Casualty
  • 3. Investments
    Investment Portfolio Management
    Investment Advisory Services
    Mutual funds
    Tax-Efficient Investing
    Money Manager Analysis
  • 4. Group Employee Benefits
    Health Insurance
    Dental/Vision
    Pre-Tax Benefits
    Group Disability
    Group Life
    Group Long-Term Care
    COBRA Adminstration
  • 5. Retirement Strategies & Estate Planning
    Qualified and Non-Qualified Retirement Strategies
    Pension Plans
    Annuities
    Estate Transfer
    Tax Reduction Strategies
    Charitable Giving
  • 6. Financial Planning
    Comprehensive Financial Planning
    Fee Based Program
    Annual Reviews
    Group/Employee Seminars
  • 7. Business Problem Solving
    Business Transition Planning
    Employee Retention Programs
    Executive Compensation Strategies
    Stock Option Planning
    Business Valuation and Transfer
  • 8. Business Advisory
    Sales, Merger, & Acquisition Analysis
    Valuation Techniques
    Enhance Liquidity
    Optimized Tax Strategies
  • 9. Family Wealth Counseling
    Redistribution of Social Capital
    Increased Discretionary Income
    Philanthropic Strategies
    Planned Giving Services