BUSINESS OWNERS
Our approach to addressing your unique needs as a business owner with expertise to offer a comprehensive approach. The focus in on these eight key areas of planning: Corporate Structure, Asset Protection, Tax Reduction, Investment Strategies, Retirement/Cash Flow Analysis, Insurances, Benefits Planning, and Estate Tax Planning. This approach attempts to reduce the randomness of your decisions, and help you make informed financial decisions.
Our Review Includes
Our Review Includes
Our Review Includes
Our Review Includes
Our Review Includes
- Income Tax Reduction Strategies
- Retirement Planning
- Investments
- Life Insurance
- Disability Income Insurance
- Benefit Planning
- Asset Protection - what programs?
- Estate Preservation
- Partnership Education
- Corporate Structure Education
- Partnership Agreements
- Buy/Sell Agreements
Our Review Includes
- Compensation Arrangements and Agreements
- Business Succession
- Business Continuation
- Qualified and Non-Qualified Retirement Planning and Education
- Identifying Corporate Uninsured and Underinsured Risks
- Practice Evaluation*
- Organize and Streamline Finances
- Identifying Profit Leaks