top of page

Belikove & Graves Insurance and Financial Services

Our Services

Individual Planning

  • Disability Income Insurance

     
  • Life Insurance

     
  • Long-Term Care Coverage

Estate Planning

Working with your attorney and accountant, we help establish a plan to achieve your goals.  Careful consideration is given to minimization of income, gift, estate, and state inheritance taxes.

  • Life Insurance can be a useful product to help create liquidity within the estate to pay transfer taxes

Business Planning

Business Succession Planning

A solid business continuation plan is essential that your objectives for the future of your business are realized.

  • Buy and Sell Agreements

     
  • Disability Buy-Out

     
  • Key Person Replacement

     
  • Inheritance and Estate Tax Considerations

     
  • Family Equalization Techniques

Employee Benefit Programs

  • Group Medical Insurance

     
  • Group Short and Long-Term Disability Insurance

Executive Compensation Plans

Attracting, motivating, and retaining key employees is paramount in today's competitive environment.

  • Bonus Plans

     
  • Selective "Pension" Plans

     
  • Estate Planning for Key Executives

     
  • Deferred Compensation

bottom of page