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Submitted URL: http://www.business-wize.com/
Effective URL: https://www.business-wize.com/
Submission: On November 08 via api from FI — Scanned from FI
Effective URL: https://www.business-wize.com/
Submission: On November 08 via api from FI — Scanned from FI
Form analysis 1 forms found in the DOM
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</form>Text Content
425-595-5158 x2 Client Login Menu * Home * About Us * About Bob * Employer Provided Benefit Plans * Growing and Protecting Your Business * Executive Benefits * Meet The Team * Our Mission * Services * Useful Links * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Contact 401(K) RETIREMENT PLANS planning and investment advisory services Learn More EXECUTIVE BENEFIT PLANS retain your stars | selective benefits Learn More SUCCESSION PLANNING key employee benefits | critical operations Learn More ROBERT P. LOCKYER Business Wise Insurance, PLLC employee benefits | a registered investment adviser Learn More ECONOMIC ALLIANCE SC - BUSINESS HEALTH TRUST employee benefits | keep your employees happy Learn More WORKFORCE FINANCIAL SECURITY paycheck protection | group life insurance Learn More 401(K) RETIREMENT PLANS planning and investment advisory services Learn More EXECUTIVE BENEFIT PLANS retain your stars | selective benefits Learn More SUCCESSION PLANNING key employee benefits | critical operations Learn More ROBERT P. LOCKYER Business Wise Insurance, PLLC employee benefits | a registered investment adviser Learn More ECONOMIC ALLIANCE SC - BUSINESS HEALTH TRUST employee benefits | keep your employees happy Learn More WORKFORCE FINANCIAL SECURITY paycheck protection | group life insurance Learn More IT'S TIME TO THINK DIFFERENTLY ABOUT EMPLOYEE BENEFIT PLANS We stay focused on market trends, so you don't have to. KEEP YOUR EMPLOYEES HAPPY Recruit, retain and reward your employees. Learn more RETAIN YOUR STAR EMPLOYEES Years of experience have prepared us to help you recruit and retain key talent. Learn more BUSINESS PLANNING AND SUCCESSION OPTIONS 1. Family transition; 2. Partner succession; 3. Sell to an ESOP; 4. Open market sale; 5. Professional association choice. Learn more WE CAN HELP WITH: * Employee benefits * 401(k) and other retirement plans * Business succession strategies * Salary continuation and disability insurance plans * Business partner and other key man life insurance plans * Executive benefit plans * Group long-term care insurance * Personal and family protections Bob's experience emphasizes business partner buy-sell agreement funding, trust owned insurance and retirement plans sponsored by closely-held business. Of particular interest are employee stock options plans (ESOP) advice, setup and funding and partner buy-sell trust funding. Helping the owners of privately-held companies reach their retirement and business succession goals is our primary goal. At some point in time, everyone must slow down and realize the fruits of their labors. Bob has been providing individuals and businesses their employee benefit plans since 1994 and is licensed in Washington (WA lic # 210222), Idaho, Wyoming and Utah. Learn more STILL UNSURE? WE CAN HELP Name Email Address Phone Question Submit Thank you! Oops! CONTACT Office: 425-595-5158 Fax: 425-954-2549 8607 147th Ave SE PO Box 1480 Snohomish, WA 98091-1480 registered investment advisor RobertPLockyer@gmail.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators * All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2023 FMG Suite. Business Wise Insurance, PLLC (BWI) is a registered investment adviser in the State of Washington CRD 297580. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration. While a BWI Associate may be appointed with BWI and also licensed in an accounting discipline, BWI Partners, Financial Consultants, Representatives, employees or staff do not provide tax, nor legal advice, and we encourage clients to seek outside consultation for such matters.