Business Solutions
Is your business checking all the important boxes?
Your business needs to do more than provide a product or service for your clients,
it needs to support your lifestyle and help you plan for retirement. It also needs to provide
competitive solutions for hiring and keeping talented employees.
We know the value of having a well-rounded business plan in place so
you can check these and many more boxes for you and your team.
Let’s take a look at your business goals.
Our Solutions Include:
- Business Retirement Plans
Attract and retain high-quality employees with a competitive benefits package. If you are a solo business owner, there are plans for you too.
Options Include: Simple IRA, Sep IRA, 401(k), Profit Sharing, Defined Benefit, Payroll Deduction IRA or Roth IRA
- Business Investment Accounts
Seeking to invest toward a specific business goal? We have a full suite of investment options available for your business needs, so you can build your assets while minimizing tax implications on your portfolio.
- Business Insurance Solutions
If something sudden happens to you or a key person on your team, can your business continue to function? If you are unsure, it may be time to discuss some insurance solutions that may help you fill the gap.
Options Include: Life, Disability, Key Person , Buyout
- Owner Exit and Succession Planning
Is it time to assess all you have achieved and see how that can support your future? Exit and Succession Planning is the key to maximize the return on your efforts and help you with a smooth transition.
- Plan Review Solutions
As a owner of a business retirement plan you are a fiduciary. There are many requirements that come along with that title. Do you have an effective process in place to satisfy your responsibilities? As a CPFA we can assist you with these requirements. Let’s see how we can help.
- Employee Financial Education
Show your team the full benefit of what you are offering. Help them understand their benefits package and see how they can use it to build a strong financial future with workshops covering retirement plan enrollment, investing basics, money management and more.
Business Planning, Streamlined.
Your business needs to do more than check the financial boxes for you now. It needs to flex as your business grows, plan for the unexpected, and give you the exit that you need to support your ideal lifestyle.
Let’s discuss how your business can do more for you.