Planning for 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 or 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.