If you own part of a privately held business, you could be in for trouble when a partner retires, sells off shares, becomes disabled, or dies. Without proper planning, you could be in for bigger trouble if it's you that wants to exit the business.

A lack of proper planning often leads to disputed ownership, battles for control, lengthy litigation, tax problems, or the dissolution of the business. Savage & Associates analyzes potential change of ownership scenarios and develops detailed agreements to ensure an orderly transition. Where many financial advisors use life insurance to fund these arrangements, we go one step further. We offer our clients disability income insurance in case one of the partners becomes disabled. Through our comprehensive planning process, we can help maximize financial options, minimize taxation, and prevent disagreements for all interested parties.

*Please note: The testimonials provided on this website may not be indicative of the experience of other clients and do not ensure future success.