Financial Services

LassiterWare has used wisdom, experience and ingenuity to continually develop new ways to limit risk, create opportunity and encourage success. Our experts are highly equipped to provide you with programs and products most important to you and the success of your organization. The following is a menu of Financial Services to our clients:

BUSINESS PLANS

  • “Key Position” Insurance
  • Buy-Sell Agreement Analysis & Funding
  • Supplemental Deferred Compensation Plans
  • Selective Fringe Benefits for Owners & Key Employees
  • Loan Collateral Protection

INDIVIDUAL INSURANCE

  • Life Insurance
  • Disability Income Protection
  • Long Term Care
  • Annuities

QUALIFIED RETIREMENT PLANNING

INDIVIDUAL FINANCIAL ANALYSIS