Solid strategies & solutions for businesses of all sizes...

Business Solutions

Operating a successful business is all about the details, details that when missed often result in loss of productivity and can jeopardize the very viability of the business itself.  It’s not just the day to day details that impact your success but also the long term big picture ideas that can have large scale negative effects when not properly prepared for.

What happens with an unexpected loss of key persons such as a CEO, president or lead designer?

What happens with an unexpected loss of key persons such as a CEO, president or lead designer?

Are you in need of better employee benefits, or better service?

Have you thought about your own retirement, success planning?

And of course who can you turn to for guidance with these not so minor details? 

That’s where Kozun Capital Management can step in and help build a road map to navigate current and future hurdles. We offer a wide range of solutions and products that we custom fit to your needs, whether it’s risk management, planning for your retirement or employee incentives such as health care and 401(k)s. Our primary focus is always to develop a solid strategy and delve into possible solutions for the independent needs of your company.

Solutions and Product Offerings

  • Deferred compensation plans
  • Key person planning
  • Retirement plan comparisons
  • Cash flow planning
  • Management of stock options
  • Tax aware investment strategies
  • Succession planning
  • Defined benefits and pension
  • Protect capital
  • Create a more sound process