HARMONY WEALTH STRATEGIES
  • Home
  • Our Process
    • Get Organized
  • Contact Us
  • News
  • Resource Library
    • Planning for Life Changing Events
    • Financial and Estate Planning Basics
    • For Business Owners
    • Government Benefit Programs
    • Recommended Reading
    • Testimonial

business planning and protection

Points to Consider When Starting a Business
​​A Business Plan Can Be Your Guide to Growth
​Business Insurance
Life Insurance for Business Owners
​Disability Insurance - Business Applications
Business Overhead Expense Insurance
Business Use of Life Insurance_COLI
Funding a Buy-Sell Agreement with Life Insurance
Funding a Buy-Sell Agreement with Disability Insurance
​Business Succession Planning
Family Business Succession Planning
Business Succession Planning Buy-Sell Agreements
Transferring Your Family Business
​Advertising and Publicity Basics for Small-Business Owners
William F. McAllister, Jr., CLU®
1002 Summer Hill Drive
South Windsor, CT  06074
860-836-9314
bill@harmonywealthstrategies.com

harmony wealth strategies 
building and safeguarding your financial world
Serving South Windsor and Greater Hartford Connecticut
Copyright 2021 William F. McAllister, Jr.,CLU®

Privacy Policy
  • Home
  • Our Process
    • Get Organized
  • Contact Us
  • News
  • Resource Library
    • Planning for Life Changing Events
    • Financial and Estate Planning Basics
    • For Business Owners
    • Government Benefit Programs
    • Recommended Reading
    • Testimonial