Robinson and hardin business platform

262 views

Published on

Published in: Education
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
262
On SlideShare
0
From Embeds
0
Number of Embeds
4
Actions
Shares
0
Downloads
2
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Robinson and hardin business platform

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

×