Business Planning for the Self-Employed and Business Owners

Business owners have a unique set of financial challenges to face and will be matched with an experienced fee-based Financial Advisor to create a financial plan for your business. Issues addressed include:

* Retirement – create or update 401(k), 403(b) or defined benefit plans

* Insurance – health, disability, and life insurance (group and individual)

* Business continuation strategies

* Buy/Sell Agreements

* Incorporation pros and cons for individuals

* Strategies to value or sell your business

Cost: Includes Personal/Family Financial Planning; ranges from $2500 - $7500 based on the situation. An initial consultation is always complimentary to determine level of need and estimate the work involved.

Other Services:

* General Financial Assessment and Organization *

* Personal and Family Financial Planning *