Is your business taking full advantage of the tax breaks afforded by qualified retirement plans? Are those plans optimized to benefit owners and partners?
Have you and your partners discussed buy/sell agreements (funded by insurance products) that would provide immediate liquidity in the event of an untimely demise? (Your operating agreement may indicate how the succession plan should proceed, but it does NOT facilitate it financially.)
Would the loss of a critical contributor have a significant effect on the financial health or viability of your business?
Are you saving enough for future college expenses? What about your retirement? Do you need advice on the investment strategies and instruments that are appropriate for your specific goals? Do you even have specific goals (or an overall plan)?
Do you have sufficient resources to protect against an untimely death? An extended period out of work (without income)? Or unanticipated senior supervision and care needs? Have you looked at strategies or instruments that would protect you and your family from such unforeseen events?
These are just a few of the issues we cover in your FREE Consultation, Risk Assessment, Strategy Development, and Comprehensive Bound Plan. After our initial session together, our team uses our collective industry expertise and our proprietary models to put together a comprehensive strategy/plan that makes specific recommendations based on the areas of priority and/or risk that we've collectively identified. This comprehensive bound plan is yours to keep, FREE OF CHARGE. No commitments, obligations, or purchases necessary!
Simply call 305-549-8606, or email us at firstname.lastname@example.org to set up an appointment for your FREE Consultation, Risk Assessment, and Comprehensive Bound Plan. You can also learn more about our firm, and our areas of expertise by clicking here: http://gregorybranch.nm.com/