Our Services

Whether you are a business owner, a professional, or a corporate executive INDICON, INC. can provide complete implementation and support in these financial areas:

Business/Professional • Business Transition Plans • Executive Benefit Programs • Executive Income Plans • Salary Continuation Programs • Deferred Compensation Arrangements • Phantom Stock Plans • Key Employee Valuations and Benefits  

Employee Benefits • Group Life, Health, and Major Medical Plans • Qualified Retirement Plans • Payroll Deduction Life, Disability, and Savings Programs • Cafeteria Plans (Section 125) • Dental and Vision Plans • Analysis and Preparation of Benefits Communications • Enrollment and Administration Services • Long Term Care Insurance

Estate Planning and Conservation • Estate Planning • Estate Liquidity Analysis • Charitable Gifts • Insurance Trusts

Insurance/Risk Management • Individual Life Insurance • Disability Income Insurance • Self-insurance Programs • Analysis and Program Design • Corporate-Owned Life Insurance Programs

Financial Planning • The following services are offered for Corporations, Partnerships, Sole Proprietors, Professionals, Executives, and Individuals: • Short and Long-Term Needs Assessment • Seminars and Group Meetings • Tax Reduction Strategies • Education Funding Strategies • Cash & Wealth Management • Asset Management

Investment Planning • Portfolio Analysis • Fixed and Variable Annuities • Limited Partnerships • Stocks and Bonds  • Private Placements • Investment Brokerage Services • Mutual Funds • Asset Allocation

Pensions/Qualified Retirement Programs • Plan Design and Annual Administration • Investment of Plan Assets • Existing Plan Analysis • Profit Sharing Plan/Comparability Plans (Age Weighted) • 401 (k) Programs • Money Purchase Plans • Defined Benefit Plans • Keogh Plans • Simplified Employee Pensions (SEP) • Compliance Review • Terminal Funding • Individual Planning and Counseling • Simple Plans

Neither Triad Advisors, LLC. nor its representatives offer tax or legal advice.  Please consult your tax advisor or attorney for guidance.
 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck