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

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


© 2012 Code Smith Financial, LLP. All Rights Reserved 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.