(480) 868-2900
(480) 868-2900
What is Your Business WORTH?
(480) 868-2900
What is Your Business WORTH?
Retirement Planning
Centered around the business owners goals for his or her retirement. To make a comprehensive plan it must include not only your financial needs in retirement but also an exit strategy from your business.
Coordinated Business/Personal Financial Profile
This is the centerpiece of business owner planning. This plan is a comprehensive business/personal strategic plan for a business owner to maximize the value of a business, the most important asset a business owner has, combining personal and business objectives.
Pension Planning
While federal regulations require the inclusion of your employees new pension designs can drive up to 90% of the contributions to the benefit of the business owner. This would provide tremendous tax savings today while building your nest egg for the future.
Exit Planning
A properly structured Exit Plan provides a business owner with the peace of mind of receiving maximum value for their business and eliminates uncertainty.
