Business Client Services

 

 

 

 

 

 

J.G. Hendricks Financial Services, LLC offers the following services for business clients:

• Retirement Plan Analysis

• Retirement Plan Administration

• 401(k) Plans

• 403(b) Plans

• 457 Plans

• SEP IRA

• SIMPLE IRA

• Defined Benefit

• Profit Sharing

• Executive Deferred Compensation Planning

• Restricted Stock Transactions

• ESOP’s

• Estate Planning for Business Owners

• Business Transition Planning

• Group Health Insurance

• Group Disability Insurance

• Group Long-Term Care Insurance



Also, we can work with your existing professional advisors to assist with business valuations, gifting strategies, buy/sell agreements, family limited partnerships, and business organization issues.

We typically visit our business clients at least twice each year. During these visits, we consult each employee in a one-to-one, face-to-face setting. We discuss the employee’s retirement plan, as well as personal financial items outside of their retirement plan. We leave each employee who sits with us with a list of “Financial To-Do’s” that they can easily execute to help improve their long-term financial situation. This helps your employees feel good about themselves, which impacts you positively as the employer.

We also discuss any relevant business financial matters with the business owners. We may also discuss the owner’s personal financial plan as it relates to the business.

Our mission is to do everything possible so that we may be the lifetime financial partner of our clients.

Services Provided:

Types of Accounts: (any of these accounts can be established with free checking privileges – normal banking fees may apply. Please contact us for further details)



• Individual

• Joint Tenancy

• IRA’s

• 401(k)/403(b)/457 Rollovers

• Roth IRA’s

• 401(k)

• SEP IRA

• SIMPLE IRA

• Profit Sharing Plan

• Defined Benefit Plan

• 529

• Education IRA

• UTMA

• Trust

 

Products Offered:



• Mutual Funds

• Stocks

• Bonds

• Options

• ETF’s

• CD’s

• Money Market

• UIT’s

• Annuities

• Whole Life Insurance

• Term Life Insurance

• Long-Term Care Insurance

• Health Insurance (Group & Individual)

• Disability Insurance

 

Account Features:

(May not be available for all accounts. Please contact us for details.)

• Free online account access

• Free checking

• Debit Card