Business Solutions


Business Protection and Succession Planning

Your role in your business will evolve over the years. Our professionals help you create succession plans for your business so that you not only succeed in your goals today, but build a future for you and your business that will impact your family and strengthen your community for years to come. Solutions include:

  • Buy/Sell Agreement
  • Equity Purchase Agreement
  • Deferred Compensation Plan

Business Retirement Planning

How can you ensure you’re attracting the highest quality employees and minimizing turnover? Your benefits package should include 401ks for your team if you expect to be a competitive employer in your industry. Stone Financial can help by providing one or more of the following:

  • 401k plans
  • Individual 401ks
  • Simple IRAs
  • SEP IRAs