We know that your greatest investment is investing in you.
If you own a business, you have added responsibilities beyond taking care of your personal finances. You work hard and make good money. However, the cash flow needs of your business and family often present challenges to investment decisions outside of your company.
Our process helps you bring clarity to the concerns that you are facing, map out the decisions that you need to make, and help you stay on track.
Areas of focus in the planning process:
Defining your goals, growth targets, and core purpose
Understanding the nature of your cash flow with an effort to maximize net income.
Defining your human capital and how it affects your savings, investment, and insurance decisions.
Creating effective strategies for liquidity and retirement savings outside of your business
Utilizing strategies for tax efficiency
Determining how to approach incentive and benefit decisions for employees
Discussing exit strategies and decisions for creating a legacy
FINANCIAL PLANNING FOR ENTREPRENEURS AND BUSINESS OWNERS
A comprehensive planning process with ongoing guidance
EMPLOYEE FINANCIAL EDUCATION
Individual guidance for their retirement plan and savings decisions
401(K) AND PENSION CONSULTING
Complete fiduciary services for your company retirement plan
Group education for creating financial health and reducing money stress