USPA Member Benefits Insurance For Individuals & Business
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You’re likely well established on your journey to success, but you know there’s more to come and bigger goals to achieve. You’ve been successful— but you’re not finished yet. And you probably didn’t get there alone. Like most successful business people, you count on a team of trusted advisors to support and guide you on your success.  

As a business owner, your personal financial plan is often closely interrelated with your company’s business plan. We work with business owners on a wide range of concerns: i.e. buy-sell agreements, business valuations, comprehensive employee benefit & retirement plan reviews, ownership transition & business succession plans. has created a network of credentialed business advisors with over 30 years of experience working with business owners nationally.  We are a group of knowledgeable, experienced professionals who can understand your objectives, examine your current planning strategies, and offer well researched, time-tested solutions to help you optimize your financial goals. 

Traditional financial planning has left many business owners far behind in achieving their retirement goals. Basic 401(k) & profit-sharing plans are often not adequate for business owners and key employees. New laws in the tax code now allow small business owners to take advantage of the huge deductions large corporations have enjoyed for years with top line deductions up to 5 times higher than those of traditional 401(k) and profit sharing plans. can assist with clients in all 50 states. You can engage with a consultant by phone, face to face, or in a virtual meeting from anywhere in the country.

Looking for individual/non-business solutions? 

Visit our individuals, family and seniors section here.

Got questions? Let's talk.

Watch this video if you have the need for a large amount of life insurance. It explains how you can finance the cost of insurance with little or no cash outlay.

This video is for incorporated small business owners. It explains IRC section 162, and the use of corporate dollars to fund your own private retirement plan with tax free income.

Watch this video if you are a small business owner over age 50, with no more than five employees. It explains a way to fund discriminatory benefit with huge tax deductions using only annuities.