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?

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

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