For Business Owners
Customized strategies for every stage of the business life cycle, built around your personal values and financial goals.
What We Do
Planning for Every Stage of the Business Life Cycle
At Willeke Financial Group, we help business owners address their financial needs from founding through exit. Taking into account your personal values and financial goals, we create and execute customized strategies that keep the business and the family behind it on track.
Services Offered
Core Services for Business Owners
Strategies that protect the business, the people who run it, and the family that depends on it.
Executive Benefits
Benefit packages that help you attract, motivate, and retain the key people your business depends on, from non-qualified plans to supplemental retirement plans.
Succession Planning
Retire from your business on your own time frame, with a transfer plan that protects your financial security, keeps harmony, and captures the value you built.
Key Person Insurance
Protection that helps the business absorb the loss of its most important people, preserving continuity for employees, customers, and creditors.
Funding Buy-Sell Agreements
Life-insurance funding that makes sure the money is there if a co-owner dies or leaves, so the agreement works when it matters.
Funding Deferred Compensation
Flexible funding strategies for deferred compensation agreements that attract and keep key employees.
How We Work
A Proactive Process, Not a Product Pitch
We start with a conversation about where your business is and where you want it to go. From there we map the scenarios that matter, from a key employee leaving to the day you hand over the keys, and put funding and protection in place before they’re needed.
Your plan gets reviewed as the business changes, so the strategies stay matched to what you’re building.