Is your business keeping you up at night? I know through the years mine sure has! As a business owner for nearly a quarter of a century I have learned one thing very well—your business is a source of your wealth, your pride, and often your headaches and stress.
While no one can sincerely profess to eliminate all of these issues, we can help you to work towards addressing some of the biggest ones: namely the financial issues.
Here are five questions that many business owners seem to have in common:
In my 25 years in the financial arena, I have helped business owners with their:
Beyond that, it's important for your business plan to dovetail with your personal financial plan. They aren't mutually exclusive. It’s my job to get to know you, your family, your business and most importantly your goals and objectives. Together, we’ll explore available opportunities that can potentially benefit your business, and demonstrate how it correlates with your overall financial, retirement, and estate planning positioning. I would welcome the opportunity to discuss these questions and other ways we could add value and possibly help you feel more confident about your business!
Schedule an appointment today! (810) 603-9100
While no one can sincerely profess to eliminate all of these issues, we can help you to work towards addressing some of the biggest ones: namely the financial issues.
Here are five questions that many business owners seem to have in common:
- Can my business survive without me?
- When I’m ready for retirement, will my retirement plan be ready for me?
- Can my business survive the loss of a key employee?
- What happens if my business partner becomes disabled or dies? What happens to my family if it happens to me?
- Am I properly providing employee benefits to keep my best people happy?
In my 25 years in the financial arena, I have helped business owners with their:
- Business Financial Planning
- 401(k)s
- Buy-Sell Agreement Funding
- Key Person Insurance
- Simplified Employee Pension (SEP)
- SIMPLE Plans
- and more....
Beyond that, it's important for your business plan to dovetail with your personal financial plan. They aren't mutually exclusive. It’s my job to get to know you, your family, your business and most importantly your goals and objectives. Together, we’ll explore available opportunities that can potentially benefit your business, and demonstrate how it correlates with your overall financial, retirement, and estate planning positioning. I would welcome the opportunity to discuss these questions and other ways we could add value and possibly help you feel more confident about your business!
Schedule an appointment today! (810) 603-9100
Email: GL.Fisher@lpl.com
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