Broker Check

Stillwater Wealth Management offers business services to help run your business and ultimately, allow you to focus more on the work you enjoy.

Qualified retirement plans:

  • Profit sharing plan 
  • 401(k)
  • Simplified Employee Pensions (SEP-IRAs)
  • Employee Stock Ownership Plans (ESOP)

Non-qualified plans:

  • Deferred compensation plans
  • Executive bonus plans
  • Group carve-out plans
  • Split-dollar life insurance plans

Use of life and disability insurance as part of the following planning:

  • Business succession planning
  • Buy/sell planning
  • Business overhead-expense
  • Key person

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