Your business is an asset. Is it optimized to best meet your needs?
Maintaining a 401k plan can be expensive! Did you know that there are other options that often make more sense for businesses looking to start up a retirement plan? We can help ensure that the retirement plan in place fits your needs today and will evolve with your business, helping you mitigate the pain of taxes both now and in retirement. Need a second opinion on your retirement plan options?
What would happen if...? Within the framework of a comprehensive plan, we'll help make sure that both your beneficiaries and your business has adequate protection. If insurance solutions are needed, as an independent broker we can put in a solution customized to fit your needs.
Maybe we can help? Making informed decisions around cash on hand may help you towards a more optimized investment portfolio.
All businesses need a succession plan. Fitting a business sale into a comprehensive financial plan may allow for tax savings and cash flow flexibility that you can evaluate prior to inking any deal.