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Executive Benefits & Business Planning

Executives and business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen when the executive leaves the corporation or the business owner retires. Whether it’s a buy-sell arrangement between owners or an income preservation plan for your loved ones, BFJ Wealth Management, LLC offers comprehensive support for succession plans and exit strategies, planning for stock options and deferred compensation and maximizing other company benefits.

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