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Small Business Owners

Keeping Springfield Lucrative  

 

Springfield is noted as one of the best cities in the Midwest for creating successful start-ups and small businesses, as seen particularly within the past decade. At Evans Wealth Planning, we have been an instrumental player in this economic boom by helping small business owners organize their finances and set visions for their future. Growth focused and creative, we're here to make the best plan for you. 

  

 

We Specialize In: 


Business Protection Planning:

  • Business evaluation
  • Buy-sell strategies
  • Buy-sell funding options
  • Key employee insurance

  

Closely Held Family Business Planning:

  • Multi-generational dynamics
  • Succession planning
  • Estate equalization planning

 

Employee Benefits Planning:

  • Group insurances-life, disability income, LTC, medical
  • Pension and profit sharing plans
  • 401(k), Simple IRA, SEP IRA
  • 403(b), TSA and custodial accounts
  • Deferred compensation plans
  • Executive bonus plans
  • Split dollar arrangements