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Financial Planning for you and your business…

Financial planning is the process of evaluating your monetary goals and priorities, then creating a plan designed to help you get there.

All aspects of your personal financial future are considered and addressed: funding college for your children, planning for your ideal retirement scenario, the possibility of financial assistance to parents in declining years, purchasing a vacation home, and so on.

For business owners and managers, your current goals are also assessed. Would your business benefit from a Company Simple Plan, a QSEHRA (Qualified Small Employer Health Reimbursement Account), or a Dependent Care flexible spending account (FSAs) to attract or retain the best employees? Depending on the setup of your company, the owner may also qualify for the benefit of these plans as well as the employees. Often, the cost to setup and maintain the plans is minimal. Perhaps your family business would be better positioned tomorrow if you plan ahead for the next generation of owners and managers? We can help you design a comprehensive business strategy for today and tomorrow.

Planning begins by reviewing current income, assets, debt, and resources. Then after discussing your future plans, your opinions and thoughts on investment strategies, and your willingness or hesitation to absorb investment risk, you are presented with strategic recommendations tailored to your financial situation. Most importantly, your financial planner takes the time to explain all facets of your plan, so you can be comfortable with the strategies you choose.

Whether implementing a simple savings plan, or forming a complex comprehensive financial plan, scheduled periodic reviews help keep your finances on track for your goals. Life events and business changes such as the birth of a new child or the passing of a loved one who manages a family business, marriage or divorce, can greatly affect your financial situation at home and at the office. Adjustments are made to ensure your plans stay on track.

If you are considering your financial future, have questions about how best to reach your business or retirement goals, or just need a second opinion on your current financial plan, contact us today to start the process.