J. Sam Plexico and Associates, Inc. provides business owners and individuals with customized financial strategies to protect and preserve wealth during their lifetime as well as plan for future generations.
u Risk Management
o Life Insurance
o Disability Income Insurance
o Survivor Needs
o Long Term Care Insurance
u Estate Planning Strategies
o Create an Inheritance
o Provide Liquidity
o Charitable Giving
o Tax minimization Strategies
o Distribution Planning
o Work with You, Legal, and Tax Advisors
u Business Planning
o Business Succession Planning
o Key Person Insurance
o Buy-Sell Insurance
o Create Business Buy-Out Fund
o Reward Key Employees
