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Business Services

Ferguson Private Wealth Management helps businesses and business owners work toward many financial goals.

  • Retirement Plans:   Establishing and managing a retirement plan is critical for the future of your business, your employees and yourself.  A variety of retirement plan options are available, such as: Defined benefit plans; 401K's; Profit Sharing Plans; SEP and Simple IRAs; and SIMPLE 401K's.
  • Business Insurance:   Protecting your company is more than insuring the property. It can help protect your family and your business if you die or become disabled. It can help you bridge an important gap if one of your key employees dies or leaves the business.  It can assist you in attracting and retaining the best talent.  Forms of business owner insurance include: Key-Person Life and Disability Insurance; Deferred Compensation and Executive Bonus Plans.

There are many factors that should be considered when selecting an employee retirement plan and business insurance plans. Together with your tax and legal advisors, we can help you determine what plans are available for your business and help you implement a plan.