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I grew up in a long time family business that didn’t have long-term retirement planning. I learned a lot from the business. Later I managed multiple million dollar hotel operations, which gave me a clear understanding of long term planning and strategies for future results. My goals is to use these tools to help buisness owner do more short and long term planning, that often gets overlooked.
Business Insurances: Buy Sell agreements, Key person, Executive Bonus programs. Disabiltity insurances Business Retirement Plans: SEP’s SIMPLE, 401K, Profit Sharing, Pensions plans. Long Term Care insurance
Over 70% of business owners have done NO “Succession Planning” or “Exit Strategy”. Let’s prepare for your future. I can help your business retain, grow, and attract your KEY people. Taxes are a business owners’ worst nightmare. Let me show you “how to reduce your taxes today and in the future and put more hard-earned money into your retirement future.
We are your process improvement partners who help you grow through a cyclical approach to save you money you didn’t know you were losing so that you can then reinvest this capital into your business without the need for additional budget.
