Broker Check

BUSINESS OWNERS

Like many successful business owners, you have worked long and hard to make your business what it is today.  The day-to-day demands of running your company may have distracted you from taking the time to develop a successful strategy for your retirement and your estate.

At Hochheiser, Deutsch & Company we understand that taking all the necessary steps to help protect what you built and staying ahead of the competition, to continue to grow, takes constant time and effort.  It is likely that you work with multiple professionals such as an accountant, attorney, insurance agent, financial planner, and other professionals, but they probably have never all come together in one room to discuss how a decision made by one of them will affect your overall financial picture.  At Hochheiser, Deutsch & Company, we are committed to become your Macro-Manager for all your financial decisions.  We will help guide you in decision making to protect what you have built, navigate legacy strategies/succession planning, and maximize your retirement planning.

An example of some of the areas that we work with our clients are:

  • Qualified Retirement Plans
  • Succession Planning
  • Buy-Sell Agreements
  • Split Dollar Arrangements
  • Supplemental Life & Disability Income Protection
  • Personal Wealth Management Strategies
  • Executive Bonus and Deferred Compensation Plans
  • Captive Insurance Companies

Helping to Secure Your Lifestyle and Your Legacy