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Business Services

You have worked hard for your business. Strong Gaddy Lee provides thorough business services to help manage your assets, protect your hard work and plan for the future including:

  • 401(k)/corporate retirement plans

  • SEP IRAs/SIMPLE IRAs

  • Executive compensation plans

  • Cash-flow services

  • Business succession planning

  • Key person insurance

Employee Benefits

No matter the size of your company, an employee benefit package can be the key to attracting and keeping key talent. We can help walk you through the cost-effectiveness of various employee benefits, such as 401K and SEP IRAs, and determine which to offer employees in regards to advantages and disadvantages of each plan.  

Retirement savings

For your retirement plan needs Strong Gaddy Lee offers retirement planning and business consulting services through our two CERTIFIED FINANCIAL PLANNER™ professionals. Our expertise enables us to provide your employees with a planning experience as part of their retirement plan experience.

  • Plan consulting services

  • Investment monitoring and oversight

  • Fiduciary guidance

  • Participant services

Succession planning and business exit strategies

We can work with you to put together a plan for the future. No matter your long-term goal with your business, you can benefit from starting the succession planning and exit strategy process many years in advance. Whether selling, acquiring or leaving the business to a family member, thinking through the proper strategies early can ensure an easy and profitable transition for all involved. 

Planning for the unexpected is also a key component to proper business planning. We can guide you through such considerations as putting proper protections in place if you or a co-owner dies. These plans protect your business from unintended or unwelcome transfers of ownership. We assist with purchasing key person or business owner life insurance to protect the longevity of your business for future generations.

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