Operating a business is a challenging and rewarding experience. Whether you’re your own workforce or you have a complex corporation, LifePlan Financial Group offers many services to business clients that add to the bottom line and potential value. We are experts in group benefits, tax strategies, insurance planning, and corporate investment. Every dollar your company earns is soaked in your sweat equity. Let us work with you to increase your corporate efficiency.

Group Benefits

  • Protect your employees and entice new ones with a robust and thorough group benefits plan.

  • These plans can be complex and tedious. Let our experienced team handle the fine details while you focus on your profit generating activity.

  • Saving money is important to any business. Don’t overpay for benefits. We will shop for you to get you best rate from one of our dozens of suppliers.

Tax and Insurance Planning

  • Consider how your company would be impacted if a key member were to fall ill, become disabled or pass away. Protect the continued success of your corporation from life’s tragedies.

  • Corporate insurance strategies create amazing opportunities for tax write-offs and even reduced income tax.

  • We have the experience and strategies to ensure your company is protected and capitalizing on all tax advantages.

Corporate Investments

  • Corporate accounts can hold a variety of investment vehicles.

  • Avoid additional tax implication by allocated profits appropriately.

  • Capitalize on market returns within your corporation while continuing to grow your business.