Broker Check

Business Planning Solutions

Devji Wealth Management is committed to each of our business clients. We work with business owners to help attract and retain valuable employees. We help design custom solutions for top level executives in addition to benefits for all employees.

Executive Level Planning

  • Owner/ Executive specific bonus plans
  • Supplemental Benefit Packages
  • Key-Person Insurance

Business Continuation Planning

  • Buy/ Sell Planning and Funding
  • Corporate Sinking Funds

Group Benefits

  • Life, Health, Short Term Disability Insurance/Long Term Disability Insurance
  • Salary Continuation Plan
  • Long Term Care insurance
  • Dental, Vision
  • Flexible Spending Accounts

Company Retirement Plans

  • 401(k), Sep, SIMPLE IRA, 403(b)
  • Non-Qualified Deferred Compensation
  • On Site Employee Workshops
  • Pension Plans, Profit Sharing Plans

Financial Planning For Key Executives

  • Fee Based Financial Planning
  • Wealth Management

The Client Service You Deserve

  • Access to all team members via phone or email
  • On site meetings
  • Routine follow up for all areas of service