Tim Cowdrick

Lakeside Financial Partners




        40 Eagle Valley Ct
        Cleveland, OH 44147



        Strategies for Businesses

        Business owners can take control of their finances with approaches designed for a broad range of needs and hundreds of product choices to implement these strategies.

        Group Insurance

        • Health Insurance
        • Long-Term Care Insurance
        • Disability Income Insurance
        • Life Insurance

        Financial Planning1

        • Employee Financial Planning
        • Educational Seminars

        Business Planning and Estate Planning Strategies

        • Buy-Sell Plan Funding
        • Non-Qualified Retirement Plans
        • 401(k) Retirement Plans

        Retirement Plans

        • Individual Retirement Accounts (IRAs)
        • Simplified Employee Pension Plans
        • SIMPLE Plans
        • 401(k): Owner 401(k), Roth 401(k)
        • 403(b)(7) (non-contributory)
        • 403(b)(1)
        • Pension/Profit-Sharing
        • Keoghs
        • 412(E) Plan

        Executive Benefits

        • Bonus Plans
        • Deferred Compensation Plans
        • Split Dollar Plans
        • Group Carve Out

        Business Continuation Programs

        • Key Person Coverage
        • Buy-Sell Agreements
        • Succession Planning
        • Business Overhead Expense
        • Disability Buyout
        • Employee Stock Ownership Plans (ESOP)

        Life insurance and annuities are issued by AXA Equitable Life Insurance Company (New York, NY) and by various unaffiliated companies. Disability insurance, long-term care insurance and health insurance are underwritten by unaffiliated carriers and offered through AXA Network, LLC, an insurance brokerage affiliate. AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, in PR as AXA Network of Puerto Rico, Inc.

        1 Fee-based financial planning is offered by financial professionals who are investment advisor representatives.

        GE-113123 (4/16)(Exp 4/18)

        Check the background of this financial professional on FINRA's BrokerCheck
        Check the background of this financial professional on FINRA's BrokerCheck