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Benny Hevia Wealth Management  
 
Empowering the Lives of people we serve.
Call us: (813) 693-8000
Call us: (305) 556-4000
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Business Planning

You built your business to be a source of value, now is the time to review the financial tools that can help provide further enrichment

 

Innovative and insightful use of financial tools may not be enough to protect your business from life’s “what ifs?.” A well designed Business Continuation Plan can ensure that your legacy will go on. If your business was founded with the visions of two partners or more, a well structured and funded Buy-Sell Agreement could be an invaluable tool to safeguard an equitable business settlement should you or any of the partners become sick, ill or die while protecting your legacy for your family.



Business Pension and Retirement Planning

The New Generation of Business Retirement Plans are easy to establish and more owner friendly than ever. Whether you wish to provide retirement benefits to just a few or your entire organization we can help. Plans like Traditional 401(k), New Comparability Profit Sharing or a Safe Harbor 401(k), are just a few examples of what we can deliver.

Business Services

» Partners Buy/Sell » Business Succession
» Deferred Compensation » Key Person Insurance
» Self Employed Strategies » Employee Benefits Programs
» 401(k) and Other Pension Plans » Group Insurance




 
     
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Address: BENNY HEVIA FINANCIAL
27251 Wesley Chapel Blvd.
Suite 1023
Wesley Chapel, Fl. 33544
Phone: (813) 693.8000
E-mail: info@bennyheviafinancial.com
 
Address: BENNY HEVIA FINANCIAL
6175 NW 153 St
Suite 300
Miami Lakes, Fl. 33014
Phone: (305) 556-4000
Fax: (888) 317-7314
 
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