Services specifically designed to provide custom solutions through one-on-one interaction with a financial consultant.
Financial Consulting With A Focus On Entrepreneurs
Foundation
Accumulation
Retirement
- Budgeting
- Debt management
- Cash flow management
- Getting ahead
- Paving the way for level 2
- Investing
- Strategically paying off debt
- Purchasing a home
- Planning for your child’s college
- Identifying retirement vehicles
- Legacy planning
- Management of funds
- Disbursement of funds
Entrepreneurial Financial Planning Takes In The Unique Concerns Of Running A Business
Entrepreneurs have unique financial needs. Rather than 100% accumulation, they may focus more on cash flow. Instead of paying down all debt, they may instead focus on strategic management of debt in favor of cash flow. This is just a few of the conversations we have with entrepreneurs when it comes to creating their financial plan.
- Cash flow vs. accumulation
- Alternative retirement vehicles
- Strategic debt management
- Identifying areas that are draining cash flow
- Identifying tax advantages
- Deal analysis (Is a potential deal worth it?)
- Succession planning
- And more…