BUSINESS
PLANNING
PROTECT & PLAN
Your Business – Your Employees – Your Future
Running a successful business is no small task. Things like your business succession plan, key employee benefits, and key person insurance may not be top of mind.
We can help you take the next steps to protect your business—and your financial wellbeing—so you’re ready for unexpected changes and future transitions.
· Buy-Sell insurance planning
What will happen if an owner or partner passes away? Can the business still thrive? Do you inherit an unwanted new partner who is not equipped to play the role?
· Key employee insurance planning
How would it affect your business if your top talent passed away?
· Retirement Planning/Compensation
Do you offer a qualified retirement plan? Is it the right one for both YOU and your employees?
Do you want to provide incentive compensation for certain high level or specialized employees? For yourself as an owner?
NEXT
GEN PROGRAM
(YOUNG INVESTORS)
“Next Gen” program (typical age: 25-40)
Why did we create Next Gen? Because you are a mover & shaker. You are busy building a great life and you need a flexible financial plan that can keep pace. It’s not just about numbers, it’s about your goals & dreams. It’s about purpose. We want to help you connect your money to what you want in life and now is the perfect time to start. _________________________________________________________________________________
If you’re young, chances are that investing may not be on your radar yet. But young investors have one huge advantage over most people when it comes to building wealth, and that’s time.
Maybe you’ve just gotten your college degree or rented your first apartment. Maybe you are five years into your career and just got a major promotion or recently got engaged. Life’s an adventure and filled with so many possibilities! It’s all about discovering who you are and where you want to go in the world.
The sooner you start becoming financially saavy the more time you give yourself to reach your goals. It’s not just about visualizing those “oh so far away” retirement years…. There should be lifestyle goals happening all along the way through! Having a defined plan and the ongoing support of a financial coach is an excellent way to get a jump start on your dreams!