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For Business

Business ownership brings its own set of responsibilities and intangibles such as personal emotions, family relationships, and business associations. The objectivity of an experienced advisor can facilitate the business process, ensuring decisions are made with the business’s financial goals in mind. To start building your plan, call us and set up a free complimentary no obligation consultation.

Ensuring your business is positioned for growth and success requires careful planning in areas such as:

  • Qualified plan funding
  • Pensions
  • Tax Advantaged Strategies
  • Maximizing compensation benefits for highly compensated employers
  • Ownership transfers
  • Employee benefits
  • Family wealth transfer

As owners, you (your partners) are the lifeblood of your organization. But have you considered what will happen when you or someone else is ready to retire? Are you prepared should you or another partner become disabled or unable to perform their duties? A sound long-term business strategy includes a comprehensive business succession and continuation plan for its owners and partners. We can help identify how some of the following strategies can help in your business continuation plan:

  • Buy-sell funding
  • Executive Bonus
  • Key Person Protection
  • Deferred Compensation
  • Life Insurance

No matter what stage of life you are in, you may benefit from working with a financial professional. You don’t know what you don’t know. Managing your finances on a day to day basis is one thing, but implementing a long-term comprehensive plan to fund your retirement and fund other goals is another. That doesn’t mean you can’t do it on your own, only that you shouldn’t underestimate the expertise that’s required to put together an effective plan that needs to last for many years.

Thank you for your time in visiting our website. If you have questions, please give us a call and we will be happy to answer any questions you might have.