Broker Check

Our Services

I. Financial Consultation

a. Retirement Portfolios
b. Individual Portfolios
c. Trust Accounts
d. Section 529 College Education

II. Estate and Gift

a. Planning aspects
b. Charitable Remainder Trusts
c. Family Limited Partnerships and Limited Liability Companies

III. Pension and Employee Benefit Planning

a. Qualified Plans:
i. 401(k) Plans (Traditional and Safe Harbor)
ii. Defined Benefit Plans
iii. Profit Sharing (Traditional and New Comparability)
iv. SEP IRA’s.
v. 403(b) Plans
vi. Employee Stock Ownership Plans (ESOPs)

b. Non-Qualified Executive Benefit Plans:
i. Deferred Compensation
ii. Executive Bonus Plans
iii. Selective Incentive Plans
iv. Split-dollar Plans

IV. Buy-Sell Planning: Transfer of Business Interest

a. Business Valuation
b. Entity Buy-Sell Agreements
c. Cross-Purchase Buy-Sell Agreements
d. Section 303 Stock Redemption Plans
e. Disability Buy-out Agreements
f. Succession Planning

V. Group Benefits

a. Group health, life and disability insurance
b. Individual health
c. Group and individual dental plans
d. Cafeteria plans
e. Employee benefits education and communications

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jgujral@proplaninc.com  |  (703) 860-9215