Owner-Focused Business Planning:

Expect, And Plan For, The Unexpected


Buy-Sell Agreements

An unexpected death or disability can cripple a business, unless a plan - with funding - is in place.

Succession Planning

Attract, retain, and reward the next owner of your business - and have a Plan B, just in case.

Key-Man Insurance

Protecting a critical investment - your key employee - with a business-funded life insurance policy.

(513) 502-2637

Loveland OH 45140

©2019 by Monarch Financial Advisors