Financial Services

The goal of our financial management services is to protect, retain and reward you the owners, key executives and families of the businesses that we provide services to and structuring programs that are tax-deductible, tax-deferred or after-tax.

Our financial service advisors are adept at providing you with insightful information and strategies on your various financial plans including -

Retirement Plans

Qualified Plans -

401k, Profit Sharing and Pension Plans

Non Qualified Plans -

Executive Bonus, Section 79 and Deferred Compensation Plans

Key Man Insurance
Salary Continuation Plans
Business Succession Plans
Estate Planning
Charitable Gifting

The financial management team at G.S. Levine coordinates the benefits between what you are doing as an individual and what your business can provide. This approach ensures we are tax effective in our planning and not needlessly duplicating coverage.

Contact David Mohn at 858-523-7573 to further discuss what Financial Services we can provide for you.