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Services We Offer
DUB Financial offers services that help you optimize your employee benefits with the expertise, resources, and services you need to simplify, save, and grow
Retirement Plans - 401(k), SEP, IRA, Simple IRA
Retirement can be pivotal in helping companies retain and recruit employees. These plans include employer-sponsored plans, individual retirement accounts, and plans for self-employed individuals and small business owners.
Employee Debt Solutions
Debt prevents millions from the opportunities and freedoms that wealth provides. A number of effective, innovative services can help employees reduce and eliminate debt, so they can pursue new possibilities and a brighter future.
Key Person Insurance
This insurance acts as a financial cushion if the sudden loss of a key individual would profoundly affect the company's operations. It can buy the company time to find a replacement or to save (or shut down) the business.
Cost Segregation
Cost segregation identifies and reclassifies building components as "personal property" or "land improvements" under federal tax code. This reclassification shortens depreciation from 27.5 or 39 years to 5, 7, or 15 years, yielding significant tax savings.
Executive Bonus Plans
Executive Bonus Plans—also referred to as Section 162 Plans—are non-qualified vehicles used by employers to provide special compensation to key executives and company managers.
Life Insurance
Ask us about Living Benefits Life Insurance!
Preventative Health Maintenance Plan
Beyond improving health benefits to employees, supplemental preventative health management plans provide employers with key tax incentives. Healthier, happier, more productive employees are also a benefit to employers.
R&D Tax Credit
The R&D Tax Credit Program is a valuable incentive that encourages innovation and investment in research and development activities by reducing federal income tax liabilities for eligible businesses. It plays a vital role in fostering technological advancement and economic growth in the United States.
Voluntary Benefits
Employees capture group rates for benefits that include life, disability, critical illness, and accident insurance—as well as pet coverage, identity theft protection, legal services, and financial counseling—offered through the employer but paid for partially or solely by workers through payroll deferral.
Estate Planning
Only you should decide how your affairs are managed—not the courts. Estate planning for you and your employees equals company-wide peace of mind that children, assets, pets, medical wishes, and legacies will be decided upon by them.
Premium Finance
A proactive strategy, premium financing is designed to help you maintain your lifestyle in retirement by protecting your future income without draining current funds. A fusion of financing and life insurance, it offers more protection and retirement income potential than you could obtain without leverage.
Partner with DUB Financial
Are you a CPA, Tax Preparer, or know business owners with W2 employees? Partner with DUB Financial and help the businesses you know maximize benefits available to them.
Are you interested and want to learn more?
Fill out your information below and we will be in touch with you.
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