by admintemp

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…