1. What happens to my company if something happens to me? Using financial strategies we can show how to fund a buy/sell agreement that will ensure the existence or transfer of your business after your exit. We work with clients business attorneys during this process. If you do not have one, we can make an introduction.
2. What happens to my business if I lose a top executive or key sales person? We work with the owners to show them ways to incentivize the top performers in their businesses to ensure a higher level of loyalty. Recruiters are after your people. Give them a reason to stick around.
3. How do I attract and retain the masses of my workforce? You can do this by having the proper group benefit plans. Company retirement plans come in many shapes and sizes. We have a team ready to help you find the right one for your size company and employee base. We come and educate your employees on the benefits of saving for retirement through the company plan.
4. How do I maintain my lifestyle after I am done working? This applies specifically to the business owner. You have worked the hardest for your company and should benefit the most. You are used to having monthly revenue coming in and how do you maintain that after you are done working? We will create a long term financial plan to help you maintain the lifestyle you want.