PROTECTING YOU AND YOUR BUSINESS

As a business owner, there is an intersect between your business and personal planning. It’s important that your plans are coordinated and moving in the same direction. At Couillard Group, we offer business owners an approach to formulate, implement and manage these plans, providing you the freedom you’ve worked so hard to achieve.

Employee Benefit Plan Advisory 

Creating a competitive group benefit plan helps you to retain your most valuable resource in your business - your employees. A well designed and managed plan builds stability and confidence within your business to provide you peace of mind to focus on what matters most.

For businesses or incorporated professionals interested in Health Spending Accounts and other flexible, non-insured programs, please read more here.

Corporate Insurance Planning

As an owner, it is important to protect your business and income in the event that something happens to you, another owner, or key employee. What are the tools and safety nets you have in place for unforeseen circumstances that would affect the livelihood of your business? Are their strategic tools you could be utilizing to maximize benefit to you as a business owner?

Personal Planning for Business Owners

Let us help you design a cohesive plan that coordinates your business succession, your legacy to your family and to society. Together we can plan for ensuring the things that matter most to you in your life are taken care of.