Business Planning

It’s difficult to separate the financial needs of your business from your personal financial needs and goals. That’s why it’s important to consider an integrated approach that addresses both your business and personal needs and where those needs intersect. O’Hara Wealth brings you professional guidance and a network of specialists to provide you with innovative solutions to meet your unique needs.

Estate and Business Succession Planning

• Estate planning
• Trust services
• Liquidity planning
• Exit strategies

Personal Planning

• Retirement income
• Education funding
• Asset and income protection
• Investment services

Business Planning & employee benefits

• Group employee benefits
• Retirement solutions
• Benefits for select employees
• Employer-sponsored benefits

Business Planning & Risk Management

• Liability coverage
• Protect business from loss of owners or key employees

Business Life Cycle and Needs

  startup growth maturity transfer
risk management Protect against business liability
Protect business from loss of owners or key employees
Expanded protection against loss of owners and key employees Expanded protection against loss of owners and key employees Review/transfer protection plans
employee benefits Group medical plan
Group life insurance
Group disability
Group Benefits

  • Group Disability
  • Group Dental
  • Additional group benefits
  • Voluntary group products

Basic retirement plans
Selective retirement and benefits programs
Employee benefit communication programs

Selective disability protection
Long-term care insurance
Selective retirement/benefit programs
Review/transfer benefits
business succession   Buy-sell agreement Review buy/sell agreement Exit strategy
personal planning Protect income stream
Protect family
Retirement plan
Review personal needs for owners Review personal needs for owners
Estate planning
Review personal plans for owners
Review estate plans