Jerry Bohannon
Owner @Bohannon Financial
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WORK HISTORY
Owner @Bohannon Financial
Tampa/St. Petersburg, FL, US
Retirement and insurance planning services company. We specialize in Key Person planning for business owners as well as Retirement Planning for individuals.
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ABOUT JERRY BOHANNON
Retirement and Insurance planning services. We offer a wide range of financial products and services to business owners and individuals. Our firm specializes in - KEY PERSON nonqualified plans for business owners and their key people to attract, retain and provide incentive plans. Unlike qualified retirement plans such as a 401(k), a nonqualified key person benefit plan allows you to choose the employees you wish to cover and exclude others. Contributions to the plan are set by your business and personal objectives. Government regulations, which may restrict the contributions of highly compensated employees to a qualified plan, do not apply to a nonqualified key person plan. This is particularly important if you find your company’s current benefits package lacking for your own personal needs - RETIREMENT PLANNING A secure, comfortable retirement is every worker\'s dream. Now as we live longer we need to plan differently than our parents and grandparents. Longer life brings opportunities and challenges. We find of course retirement is much easier when you plan your finances. Please call us if you have any questions about our company or the range of financial products and services we provide. Plan ahead.get ahead!
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