3440 Paces Forest Road
Every business owner faces the challenge of deciding how to best use available resources to grow their company. But positioning a business for growth takes more than just producing more of a good or service. It’s also about finding the right balance when setting up plans to protect your business, to provide for your employees, and to take care of your own needs – because neglecting any one of those areas could jeopardize the ability of your business to succeed.
Even thriving businesses may face adversity. Without the right safeguards in place, what should be temporary setbacks can quickly become serious threats to the health and sustainability of your business. One of the most significant risks you can help protect your business against is the impact of losing a KEY EMPLOYEE to death or disability. The impact to the business is heightened even more if the loss involves an owner. We can help develop and implement effective funding plans to protect your business from the loss of a key employee and/or business owner.
When structured effectively, employee benefits become a powerful and cost-effective way to drive business results. To get started, foundational benefits like a 401(K) plan are critical to attracting and retaining talent, while helping your employees prepare for the future. We can help design and implement supplemental benefits for your top talent which can improve retention and reward them for delivering exceptional business results.
With so much time, energy, and passion invested in your business, it can be easy to forget to take the time to plan for your own financial future. And while your business may be the best investment you ever make, it’s also true that not every business succeeds. An over-reliance on your business to provide for you and your family may be putting your future at excessive risk. Other factors beyond your control, like an unexpected disability or premature death, can also put your family and business at risk, even if your business is thriving. We can help you put in place an effective financial strategy to balance these risks so that you can focus on making your business successful, while knowing that yours and your family’s needs are fully addressed.
Self-Employed Retirement Plans
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Insuring Your Business With a Buy/Sell Agreement