Maximize Your Business. Protect What You’ve Built.

As a business owner, every dollar you earn works hard—but are you making the most of it? We specialize in financial strategies that protect your business, optimize your wealth, and support your team.

💡 Business Tax & Wealth Strategies:


Reduce tax burdens, structure cash flow efficiently, and avoid unnecessary year-end expenses.

💼 Employee Benefits & Retention:


401(k), SIMPLE IRAs, disability, vision, and dental plans to attract and retain top talent.

💼 Employee Benefits & Retention:


401(k), SIMPLE IRAs, disability, vision, and dental plans to attract and retain top talent.

🔑 Key Person Insurance


Protect your business in case of an unexpected loss of an essential leader.

Smart financial decisions start today.

Let’s talk.

This material is intended for general public use. By providing this content, The Guardian Life Insurance Company of America, and their affiliates and subsidiaries are not undertaking to provide advice or recommendations for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. Check the background of your financial professional on FINRA's BrokerCheck.


Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 197 SCOTT SWAMP RD., FARMINGTON CT, 06032, 860-677-2600. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. STAGGS FINANCIAL SERVICES is not an affiliate or subsidiary of PAS or Guardian. 2024-169348 Exp 03/01/2026


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