Small Business Owners

Small Business Owners have some unique needs when it comes to overall financial planning.  At Petra Benefits we bring a coordinated approach to address your special needs.  We work to take advantage of all opportunities available to you.  Whether it be safe harbor plans, 401(k) plans, deferred compensation funding, executing bonus plans, funding for buy/sell agreements, or Key person insurance, we'll structure the most effective strategy for you and your employees.  On the personal side, we can design HSA options, business succession planning, along with various exit strategies.*  We go the extra mile in structuring estate and retirement planning for business owners.  Let us take care of these areas so that you can focus on your business.

*Royal Alliance Associates, Inc. and its representatives do not offer tax or legal advice.