North Wealth Insurance Agency provides consulting services to businesses and their employees.

We strive to address all the concerns a business may encounter on its road to success.

We provide comprehensive, case specific, tax efficient solutions to common business needs.

Business Planning Concentrations include

• Asset Protection
• Risk Management
• Continuity and Succession Planning
• Business Owner/Key Executive
• Compensation and Benefit Planning
• Employee Recruitment and Retention Strategies
• Employee Incentive Plans
• Tax reduction Strategies
• Non-Qualified Deferred Compensation Alternatives
• Supplemental Retirement Plans
• Exit Strategies
• Intergenerational Business Transfer Planning to protect against additional erosion due to income, gift, and inheritance taxes.