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Invictus Strategies
Business Planning Services
Business protection and corporate risk management
Key person protection (life and disability)
Pension risk transfer
Employee benefits
Defined contribution plans (401(k), 403(b))
Defined benefit and pension plans
Group insurance (life, disability, health*, vision, dental)
Financial wellness
Personal financial planning
Key executive benefit and retention strategies
Bonus and reward plans
Non-qualified deferred compensation plans
Exit and succession planning
Buy-sell review and informal business valuation
Business transfer and succession strategies (ESOP, etc.)
Legacy and estate planning
Business owner retirement planning
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