Services

Small Business Planning

Built for you and your business.
Small Business Planning
In order to create and grow a successful business, you need to be knowledgeable in multiple areas, including financial planning, accounting, law, taxation, insurance, and investment management. A business owner understands that they cannot successfully focus on all of these aspects while at the same time properly running their business. Instead, they choose to surround themselves with talented and experienced people who can help their business succeed and grow.

Services Offered

  • Building Your Team
  • Corporate Structure Evaluation
  • Employee Sponsored Benefit Plans
  • Cash Flow Analysis
  • Entity Structure Evaluation

Building your team

Acquiring the services of an experience CPA and attorney is an essential step in building a successful business plan. We will work directly with your current CPA and Attorney, or help you find these services through our network of experienced professionals.

Corporate Structure Evaluation

We will work with your CPA and attorney to evaluate the current corporate structure of your business to ensure it is the best fit for your specific needs.

Cash Flow Analysis

Review your current financial statements and determine opportunities to increase efficiency and implement financial planning strategies.

Risk Management

Review your professional insurance policies to make sure you are adequately protected.

Employer Sponsored Benefit Plans

Assistance in the creation and implementation of Employer Sponsored Retirement and Health Insurance Plans.

Review of current benefit plans to determine if opportunities for increased savings and efficiency are present.

Why Us

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Securities offered through Fidelity Brokerage Services LLC. Member FINRA/SIPC.
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