Business Owners/ Entrepreneurs

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Building a strong financial foundation for your business goes beyond managing cash flow and revenue goals. As a business owner, you deal with hiring and maintaining quality employees, financing opportunities for growth, tax efficient money management, and dealing with unexpected setbacks.

You also have to keep an eye on your personal wealth goals such as planning for retirement or passing on your business to the next generation. Your personal finances are often intertwined with the success of the company. Just as the company’s success is dependent on your presence and attention.

Mike helps business owners see the larger picture. You’ll talk about where you are now and where you strive to be personally and professionally. After identifying potential gaps and areas of improvement, Mike will customize solutions to help support the success of your business and your future.

Executive Benefits

Succession Planning

Key Person Insurance

Buy-Sell Agreement

Deferred Compensation Plans

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Disclosure

Michael Hurley is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MA, NY, and RI. No insurance business may be conducted outside the states referenced.

Michael Hurley is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd Fl 5, Waltham, MA, 02451, 781-398-1310. In this regard, this communication is strictly intended for individuals residing in the states of MA, and RI. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Hurley is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of MA, and RI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

FORT INDEPENDENCE FINANCIAL & INSURANCE is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither FORT INDEPENDENCE FINANCIAL & INSURANCE nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.