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Small Business Owners

Springfield's Backbone

Springfield is notably home to some of the best small businesses in the country, run by individuals with integrity and creativity. We wish to match this by creating custom plans for your business's future that can help make managing your money more enjoyable with added less stress. We believe small businesses are the backbone of America, and at Evans Wealth, we will work diligently to help ensure you and your assets are well taken care of. 

 

What 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