Our firm understands that to run a successful business, you need to consult with Professionals when making financial decisions pertaining to your business. At T. Spencer, Samuels Insurance and Financial Services we meet to create a specialized financial business plan taking into consideration the length of time the owner wants to remain in the business, who the key employees are & what skills are needed to evolve & will guide your financial decisions to help reach the goals you have for your business’s future and your future.
- Business Financial Strategies
- Group Employee Benefit Plans
- Key Employee Insurance
- Executive Bonus
- Deferred Compensation
- Business Continuation
- Business Estate Planning