How Can Barilotti Wealth Strategies Help Your Business and Your Family?

Your Business: Business Planning, Employees Group Benefits, and Business Succession Strategies

Your Family: Personal Planning, Risk Management, Investments^#, Retirement Planning, Wealth Preservation and Estate Planning, and College Funding

Your Business

Business Planning
• Buy-Sell Funding
• Deferred Compensation
• Executive Bonus
• Key Person Protection
• Qualified Plan Funding:
- 412(E)(3) formerly know as 412(i)
- SEPs
- SIMPLE IRAs
- Keoghs
- 401(k)s
- Roth 401(k)s
- Pensions

Employee Group Benefits
• Voluntary payroll deduction programs
• Group health insurance
• Group disability income insurance
• Group life insurance
• Group long term care insurance

Business Succession Strategies
• Protecting your assets
• Ensuring the continuation and succession of your business
• Minimizing taxes
• Promoting, recruiting, retaining, and rewarding your key employees
• Maximizing your compensation benefits
• Providing for estate equalization
• Promoting family harmony
• Improved family wealth transfer

Your Family: Personal Planning

Risk Management
• Life insurance
• Mortgage protection
• Disability income protection insurance
• Long term care insurance
• Individual/family health insurance

Fixed Immediate & Deferred Annuites

Investments^# - Overall asset allocation
• Mutual Funds
• Variable Annuities
• Brokerage accounts

Retirement Planning - Clearly prioritized retirement goals and objectives
• IRA Rollovers
• IRA Funding (Traditional and Roth)
• Deferred Compensation
• Social Security Maximization
• Pension Maximization

Wealth Preservation & Estate Planning
• Help maximize income and estate taxes
• Transferring wealth from one generation to the next
• Developing charitable gifting strategies
• Aligning existing portfolios and retirement accounts with your estate plan

College Funding
• 529 Plans^#
• Coverdell Education Savings Accounts
• UGMA/UTMA accounts 

^#Securities offered through NYLIFE Securities LLC (member FINRA/SIPC).