Corporate Services

401(k) & Roth 401(k)
403(b) & Roth 403(b)
457(b)
SEP
Defined Benefit

SERP
162 Bonus
Split Dollar
Institutional COLI / BOLI
Stock Bonus Plan
Phantom Stock Plan

Cross Purchase Planning
Buy Sell Life Insurance
Buy Sell Disability Insurance

Exit Planning
Tax Efficient Ownership Transfer
Internal Sale Strategies
ESOP
Third-Party Sale Strategies
Value Driver Planning
For more information about our firm and the services we offer, send us an email or call the office. We would welcome the opportunity to speak with you.
info@bowlinefinancial.com | (248) 996-8456