Business Owners

WE MAKE IT OUR BUSINESS TO PROTECT YOUR BUSINESS

LifeCycle Financial Group (LFG) assists business owners by delivering creative solutions in the areas of Risk Management, Employee Benefits, Retirement Planning, and Health Insurance. Our team of professionals utilizes a detailed process to analyze and implement strategies designed to help improve your bottom line.

IMPROVE EMPLOYEE PRODUCTIVITY

We recognize that your employees are vital to the success of your business. Studies have shown that Financial Education in the workplace improves employee satisfaction and productivity*. We offer our business clients a broad range of educational workshops, presented on-site by LFG team members to your employees. These workshops are provided at no cost and are an integral component of our client service model.

ADDRESS KEY OBJECTIVES

Our business clients are concerned about reducing costs, improving efficiencies, driving productivity, and attracting and retaining key talent. LifeCycle Financial Group addresses these key objectives and offers solutions that focus on the continued growth and success of your business today, and for generations to come.

At LifeCycle Financial Group we take a holistic approach to business planning. We bring over 25 years of combined experience to help meet our clients' needs and expectations.

*MetLife 11th Annual Study of Employee Benefits Trends, 2013

SERVICES WE OFFER FOR OUR BUSINESS CLIENTS

• Employee Benefits
  • Group
  • Voluntary
• Risk Management
• Health Insurance
• Succession Strategies
• Retirement Plans
• Advanced Business Strategies
  • Owner and Executive Retirement Supplements
  • Key Employee Retention Design
• Educational Workshops