Business Planning


  • Buy-Sell Funding 
  • Key Person Insurance
  • Executive Benefits
  • Premium Financing
  • Tax-Efficient Investing
  • Long-Term Care Solutions
  • High Limit Disability
  • Policy Audits
  • Life Settlements

As a business owner or executive, you have invested your energy and passion into creating something exceptional. So, what comes next? We recognize the distinct challenges you encounter in ensuring the ongoing success of your business.


Whether you are a family-owned enterprise or a larger organization, our team can help you achieve your long-term vision. We offer experience in a range of areas critical to business continuity, including:

  • Succession planning: Helping ensure a smooth transition of leadership and minimizing disruption, regardless of your exit strategy.
  • Attracting & retaining talent: Crafting competitive offers that help attract and retain the top performers who drive your success.
  • Exit strategies: Developing a plan for a successful transition, whether through family succession, sale, or other options.
  • Estate tax planning: In concert with your personal attorney, minimizing your estate tax burden and preserving your family's inheritance.


Life insurance can play a crucial role in financing important initiatives such as buy-sell agreements, safeguarding your business, and helping to ensure your family's financial stability in the event of a key person's death. We will customize a funding plan that complements your business structure and aligns with your long-term objectives.


Business planning, retirement planning, and estate planning are often interconnected. Our comprehensive approach helps ensure your strategy integrates all your needs effectively. Let’s work together to establish a sound future for your business and preserve the legacy you've built.


Copyright © 2024 Tippett Moorhead & Haden, an Alera Group Agency. All Rights Reserved.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Tippett Moorhead & Haden, an Alera Group Agency, LLC is independently owned and operated. Tippett Moorhead & Haden, an Alera Group Agency, LLC is a member of M Financial Group. Please go to for further details regarding this relationship.

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Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

Insurance License: CA (#0H91232)


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