We offer a full range of consulting services specifically tailored for the business owner, to help you grow and manage your business.
Every business needs a plan; a strategy that defines your goals and how to pursue them. Whether you are newly self-employed, or already have years invested, a well planned strategy can help take you to the next level.
Our firm offers a full range of financial consulting services specifically tailored to help you grow and help manage your business.
Many people decide to start a business based on their passion or dream. Being a small business owner can be fun and challenging, but never easy. Whether you are just starting a business or already running one, there are a number of common concerns shared by entrepreneurs:
Competition for talent Retaining your "stars" Attractive Benefit Packages
To whom? At what price? Source of funds? Provision for estate taxes?
Seeking higher yieldsSeeking increased liquidity
How to accumulate? How to preserve?
Strategies for increasing efficiency and reducing tax liability
One important planning step often skipped is development of a solid financial plan. A financial plan gives you a better grasp of the financial requirements of your new business, and clarifying your financial picture can help you develop suitable strategies, pinpoint trouble spots early, and strive to optimize your business for growth.
Attract and Retain Employees 401(k), SEP IRA, SIMPLE IRA Deferred compensation 401(e)3 defined benefit Group long-term care, disability insurance
Key man, Buy/sell
Cash sweep Cash enhancement Cash & income management
Life insurance, disability, long-term care Advisory and trust services Retirement services
Selective benefit plans-insurance and retirement services Personal financial needs analysis
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.