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Business Solutions

Using a team approach, we work with business owners and management to help protect the business investment, to create programs to attract and retain valued employees, and to enable the business to provide additional benefits to the owners and valued executives.

Protecting the Business

  • Buy/Sell Planning
  • Key Person Coverage
  • Business Overhead Expense Insurance
  • Succession Planning
  • Exit Strategies

Attracting and Retaining Valuable Employees

  • Group Life Insurance
  • Group Disability Insurance
  • Group Health Insurance
  • Group Long Term Care Insurance
  • 401(k) Plans/Pension/Profit Sharing
  • Simple IRAs
  • Voluntary Payroll Deduction Plans
  • Supplemental (Wrap) Disability Program
  • Cafeteria Plan (Section 125)

Additional Programs for Owners/Executives

  • Deferred Compensation/Salary Continuation Plans
  • Split Dollar Plans
  • Executive Bonus (Section 162) Plans
  • Estate Planning
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Securities, investment advisory services, and financial planning offered through qualified registered representatives of MML Investors Services, LLC. Member FINRA and SIPC. Supervisory Office: 4830 West Kennedy Blvd., Suite 800, Tampa, FL 33609 (813) 286-2280. Code Smith Financial, LLP is not a subsidiary or affiliate of MML Investors Services, LLC, or any of its affiliated companies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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