Business Financial Planning

Business Succession Planning

The death of a partner or major stockholder in your business can disrupt productivity and strain long-standing business relationships. Just as the absence of a personal will can invite misdirection, confusion, and conflict, so too can the lack of a detailed business succession plan. It is therefore imperative that you arrange a written agreement. Business succession planning involves legal, tax, and personal financial issues that can vary by the complexity and size of your business. We strongly recommend guidance from a qualified attorney or tax professional.


Group Retirement and Savings Plans

Just like you, your employees are working towards a secure financial future. Group retirement plans can play a key role in attracting and retaining quality employees. Provided independently or paired with group benefits, a group retirement plan is a convenient, flexible and affordable way to help your employees reach their long-term financial goals.

Your employees can benefit from immediate tax savings for their contributions, since they can be made using pre-tax payroll deductions. They also receive the peace of mind that comes from knowing a portion of today’s hard-earned wages are working to provide for tomorrow’s comfortable retirement.


Group Health Benefits

Today’s employees are seeking more than just financial compensation. They want to serve an employer who supports their health, and the health of their families. For this reason, consider attracting and retaining talented employees with group benefit plans.

Customizable benefits may include:

  • Health and dental care coverage
  • Group life insurance
  • Group short- and long-term disability insurance
  • Employee assistance and wellness programs


Contact us today to discuss your business financial planning goals.

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