Business Planning

We have been working with individuals and businesses in the area for several years.

We as advisors have extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products. Weintraub Financial, LLC offers the following business planning services:


  • Business Succession Planning 
  • Retirement Planning: 401(k) Plans,
  • SIMPLE, SEP Plans, Pension and Profit Sharing Plans
  • Deferred Compensation Plans
  • Key Man Planning
  • Employee Benefits including Group Life and Disability Plans
  • Executive Fringe Benefit Planning
  • Shareholders Agreements