We provide the financial consulting services; you choose the payment method
The primary goal of our business consulting program is to create a win/win situation for both your company and ours. You receive the consulting services outlined below while saving a chunk of change in the process, while we take you on as a client by managing your company retirement and insurance plans.
Company
- Tax Planning strategies review & recommendations
- Partnership agreement review & recommendations
- Buy/sell agreement review & recommendations
- Retirement plan expense review & recommendations
- Retirement plan analysis to determine potential tax-deductible contributions, up to $472k annually, depending on age
- Medical benefits plan review & recommendations
- A financial wellness plan & respective meetings will be implemented for all employees who want to participate
Owner(s) & Executives
- Review estate documents, will, trust, etc.
- Portfolio review
- Tax planning strategies review & recommendations
- Risk planning
Employees
Multiple meetings throughout the year to receive specific recommendations regarding:
- Financial topics outlined in the financial wellness program
- Retirement plan(s)
- All insurance plan(s)