SERVICES | Business Services

At Augustine Financial, we work with closely held family businesses. As a small business ourselves, we recognize the need to maximize investments and reduce tax liability. We also understand that your business supports your personal income, so we integrate your individual and business strategy to capitalize on benefits to small businesses.
Business Continuity Planning
  • Buy/Sell Planning and Funding
  • Key Person Life Insurance Plans
  • Business Overhead Expense Protection
Executive Benefit Plans
  • Deferred Compensation Plans
  • Salary Continuation Plans
  • Supplemental Executive Retirement Plans
  • Split Dollar Arrangements
  • Section 162 Executive Retirement Plans
Retirement Plans
  • Pension Plans
  • Profit Sharing Plans
  • 401(k) Plans
  • 403(b) Plans
  • Simple IRA and 401(k) Plans
  • Simplified Employee Pension (SEP) Plans
Are you gaining small business benefits? Call Augustine Financial for a consultation today at 262.781.8000.
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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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