Services for Corporate Clients
Business owners and entrepreneurs have a unique set of financial responsibilities and challenges.
For over 40 years, The Bolotin Financial Group has worked with family-owned, closely-held businesses and medical practices. With a team of professionals who are knowledgeable across a wide variety of industries and disciplines, Bolotin Financial clients receive individualized attention, they are specifically geared to meet their needs which help them to achieve their financial goals.
Whichever type of financial service a client’s business requires, Bolotin Financial provides personalized recommendations, white-glove service and attention that it deserves.
Bolotin Financial offers a complete range of services designed to keep client’s employees well cared for and their bottom line intact.
Employee Benefits
Bolotin Financial provides a consultative review of employee benefits programs to ensure that they are fufilling their intended purpose, while remaining cost-effective. The firm can propose solutions in the following areas:
- 401(k) plans: Safe-harbor, Cross-tested, and New comparability designs
- 403(b) plans
- Profit sharing plans
- Defined benefits plans
- SEP IRAs
- Simple plans
- Executive deferred compensation plans
- Cash balance plans: Integrated design with defined contribution plans
- Group insurance
- Health and dental care
- Life insurance
- Short term and long-term disability income coverage
- Long term care insurance
Family Business Consultants
Running a family business has its own challenges. The Bolotin Financial Group has been working with successful family businesses for more than 40 years and understands the unique dynamic that working with family members can bring. Bolotin Financial can put this experience to work and review your existing benefit packages and propose more effective solutions in the following areas:
- Succession planning
- Group insurance (health, dental, disability and Life etc.)
- Qualified retirement plans, pension, and profit-sharing plans
- Corporate financial planning
- Non-qualified executive benefits
Corporate Consultants
Successful executives face a variety of financial planning challenges both in personal and business domains that are unique to people in their position.
The Bolotin Financial Group helps its clients to manage cash flow, implement stock option strategies, minimize income taxes, plan for retirement, and tailor their investment portfolio to meet their unique goals and risk tolerance.
Protection Planning
The death or disability of an owner or key employee can disrupt any business, but family businesses are particularly vulnerable. The Bolotin Financial Group helps to evaluate the potential impact and create strategies to protect a client’s business from the adverse financial consequences that may arise after the death or disability of an owner or key employee including:
- Key employee coverage
- Business loan repayment
Retirement Plan Consultants
Great employees are the key to success in any line of business. Bolotin Financial helps to reward valued employees by creating comprehensive retirement plans. The firm works with companies of all shapes and sizes to design and implement a high-quality retirement plan tailored to each client’s specific needs including:
- 401(k) plans: Safe-Harbor, Cross-tested, and New comparability designs
- 401(k) plan benchmarking
- Profit sharing plans
- Defined benefit plans
- Cash balance plans: Integrated design with defined contribution plans
- Executive deferred compensation plans / 457 plans
- 403(b) plans
- SEP IRAs
- Simple plans
