Business Solutions

Not only do I have my own background and experience as a CERTIFIED FINANCIAL PLANNER™ Professional, but also resources in the form of attorneys and CPAs through our home office to research and provide optimal solutions in these areas for your business:

General Business Planning

  • Help owners establish their business plan based on their long-term vision and goals.

Risk Management

  • Has sufficient cash reserve
  • Adequate protection of key employees including owners

Employee Benefits

  • Depending on what stage the business is in (start-up, growth, or maturity), educate the owners and management on the relevant choices of employee benefits
  • As employee benefits will enhance retention and job satisfaction, coordinate to identify the optimal benefits (such as Employer Sponsored Retirement Plans), and help implement them
  • Additional retention benefits to key employees including owners, and help in establishing non-qualified plans

Business Succession

  • Coordinate with owners about their vision of business continuation, and establish a plan in the event of death, disability, retirement or resignation
  • If a continuation plan already exists, review the necessary documents as well have the plan reviewed by our home office team, to ensure the plan is current with their business needs and goals
  • Ensure the Buy-Sell agreement is adequately funded

Coordination of Business and Personal Plan

  • Help coordinate the owner's business plan with their own personal planning, such as protection, income, and retirement planning
  • Ensure that the business plan is in sync with their family estate planning