Business Owners

“Take good care of your employees, and they’ll take good care of your customers, and the customers will come back.”

J. Willard Marriott

Every company is unique.

Whether you need help with your employee benefits program or have questions about succession planning, we have the solutions and technology to create a plan for you.

Insurance Benefits

It is no secret that the cost of insurance benefits continues to rise. Employers find themselves trying to balance their desire to take care of their employees with the expense of doing so. Our job is to help you create and manage a benefits package that fits within your budget and provides your employees with the protection they need.

Retirement Plans

Helping your employees save for retirement is a great benefit, but the fiduciary responsibilities that come with offering a group retirement plan can seem daunting for many business owners. We will provide you with the tools and information that you need to successfully provide a high-quality retirement plan for your employees.

Benefits Management Software

Managing employee paperwork can be one of the most time-consuming, and least fun, aspects of running a business. We will help you virtually eliminate the use of paper by processing and storing your employees’ important paperwork electronically. Everything from onboarding new employees to insurance applications can be handled online with our web-based system.

Business Owner Solutions

Protecting both your family and your business from the risks you assume as a business owner should be carefully considered. Making sure that buy/sell agreements are properly funded, and that succession plans are in place are crucial for the long-term success of your company. Whether you need to create a new agreement, or just want someone to review what you currently have in place, we will help.

Securities and investment advisory services offered through L.M. Kohn & Company, a registered Broker/Dealer, Member FINRA/SIPC/MSRB 10151 Carver Rd, Suite 100, Cincinnati, OH 45242. 513.792.0301. The information contained within is not an offer to sell nor the solicitation of an offer to buy any insurance or securities product and is intended solely for residents of states in which a registered representative associated with Financial Designs holds an active license. Financial Designs agents and employees do not provide tax or legal advice.