Customized for Your Business
As a business owner, you understand that there is overlap when it comes to your personal life and your business. That's why our comprehensive analysis will not only include recommendations for preserving and improving the financial wellness of your business, it will also include an analysis of ways to more effectively transfer wealth from your business to your personal balance sheet in tax-favored, money-wise ways. If you are a business seeking to reduce tax liability, contain the cost of your group insurance, help improve the performance of your retirement plan, enhance the compensation packages of key employees or owners, or reduce your payroll tax costs, then our employee benefit analysis including cafeteria plan design may be just right for your business. Give us a call or send us an e-mail so we can meet personally to see how we might help you and your business.
Services
- Comprehensive financial planning
- Estate planning
- Investment Tax strategies
- Investment planning
- Retirement planning
- Lifetime income planning
- Education/college planning
- Employee benefit planning
You are unique. Your goals and objectives are unique. You deserve unique advice. |