Do You Want to Take a Quiz?

In just two minutes, you can take a short quiz that will help our advisors get you on the right track.

Multi Faceted Business Solutions

Our financial professionals are equipped to provide advice and speak to your business concerns. We are uniquely positioned and properly licensed to handle your issues and needs.

Strategies That Solve Problems

We offer a variety of products to help meet the needs of your business and employees. No matter the industry or company size, we’ll find solutions that work for you.

products

Retirement Programming:

We’ll help you evaluate your current plan or what you hope to accomplish, educate you on your options and provide the recommendations to help meet your goals. We are capable of providing solutions to all, or work selectively with the key executives in an organization to build a program tailored to their unique needs.

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Insurance Benefits:

We’ll help you evaluate your current plan or what you hope to accomplish, educate you on your options and provide the recommendations to help meet your goals. We are capable of providing solutions to all, or work selectively with the key executives in an organization to build a program tailored to their unique needs.

products

Business Succession Planning:

Bona Vita Benefits will help you build a plan to match your needs, whether you plan on selling the business, retiring from it, or passing it on in your will. We provide advice on successful ownership transitions, business succession planning, and preparing an owner for retirement. It is important that a business owner reviews each scenario carefully for the long term financial sustainability for all stakeholders. We’ll make sure you have all the information you need to make an educated decision.

Corporate Solution

Retirement Programming

Defined Contribution Plans

Defined Benefit Plans *

Financial Wellness Education

Insurance Benefits

Medical

Ancillary Insurance

Insurance Administration Solutions

Business Succession Planning

Buy-Sell Arrangement *

Key Person Insuarance

Business Overhead Solutions *

*Available through 3rd party carrier.