Financial

As your trusted partner, DiBuduo & DeFendis provides financial services with a comprehensive approach to Estate and Business Planning, Executive Compensation and Qualified Retirement Plans.

Our Financial Services are designed to help your business thrive. If you have interest in the offerings below, please give us a call at 800-284-8247.

ESTATE & BUSINESS PLANNING SERVICES:

• Basic Estate Analysis
• Business Life Insurance Planning
• Buy Sell Agreement Planning
• Long-Term Care Coverage

EXECUTIVE COMPENSATION SERVICES:

• Salary Continuation
• Deferred Compensation
• Split Dollar
• Disability Income

QUALIFIED RETIREMENT PLAN SERVICES:

D&D offers robust retirement plan packages, taking care of paperwork, recordkeeping, payment authorizations and annual forms, while monitoring employee eligibility and the overall health of your retirement plans. Click here to download more information, call 1-844-401-401K, or email 401k@r2ri.com.

• Simplified Employee Pension (SEP)
• Profit Sharing
• Target Benefit
• 401(k) Plans
• Coverage for Errors and Omissions
• Audit Management
• Fidelity Bond Coverage
• Package Monitoring
• Record keeping and Paperwork Management