Our Business Services

Let Us Help Your Business

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