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Small Business

Forbes Financial planning helps many small businesses protect themselves and their employees by periodically reviewing insurance coverage, budget issues, and retirement plan expenses. Given the current state of the economy, it's imperative that business owners' maximize the use of expenditures while still ensuring that they are covered for any unforeseen circumstances

Business Insurance

Business coverage can come in the form of any of the following:

  • General Liability
  • Property Coverage
  • Errors & Omissions
  • Directors & Officers
  • Workers Compensation
  • Business Auto

Health Insurance

With the cost of health insurance continuing to rise, many small businesses are looking to Health Savings Accounts (HSA) to reduce their premium output. We work with Blue Cross and United Health to make sure employees have sufficient coverage, while improving the bottom line for the small business employer.

Retirement Plan

A review of your current retirement plan can uncover hidden fees and expenses that a small business owner may not be aware of. By reviewing the type of plan and the investments associated with the plan, the small business owner and the employees will maximize the dollars that are being put away for their retirement.

Plan Types: