Client Service Experience - Business Owners
Business owners are often inundated with day to day tasks of managing and growing their business, they neglect planning for the future. I can help you clarify future plans, provide strategies to achieve those goals and balance the needs of your business with personal finances.
Business Financial Planning
A business financial plan will help define future goals and plans for the business. It will outline how the business will achieve its strategic goals and objectives.
On-going Business Advice
Business owners face a multitude of financial decisions they may not be equipped to address. I provide objective guidance on business financial best practices.
Planning for Retirement
I encourage my clients to save early and regularly for retirement. I guide them to the best retirement plan for their situation depending on their business size, savings level, and income tax concerns.
Diversifying Investments
Business owners often invest heavily into the business and have few other assets. They face unique risk with so much of their net worth tied up in the business. I help business owners balance investments in growing their business with saving and investing for retirement and other goals.
Company Retirement Plans
There are tax benefits and cost savings to providing a company retirement plan. Many successful companies reach a stage where offering qualified or non qualified retirement plans to their employees makes sense. I can help you decide which type of plan makes the most sense for you and your company while assisting in the investment fund options.
I can help you decide which plan is right for you and help you set up the plan so that you are in compliance with government regulations.
Hiring and Retaining Quality Employees
A growing business eventually requires additional employees. I help businesses attract and retain quality employees by advising on employee benefits packages.
Succession Planning
Every good business plan needs an exit strategy. A business owner should have a plan on how to capitalize on the value they have created in a business after years of monetary and time investment.
Investment Management
As the fiduciary responsible for your financial assets, I am dedicated to acting in your best interest when making recommendations about your savings and investment strategies. That includes making sure your investments are allocated appropriately for your personal risk tolerance and financial stage of life.
Quarterly Reviews
A crucial part of any financial plan is to review your accounts on a regular basis. I am committed to meeting with you on a predetermined consistent schedule to make sure your investment strategy remains consistent with your Retirement Income Planning objectives.
Financial Newsletters; Quarterly Market Reviews
I enjoy providing clients with the opportunity to learn more about a variety of financial topics, including the economic and political forces that affect financial markets. You will receive monthly & quarterly email newsletters on those topics and may opt out at any time.
