Small Business Consultation

Small business owners are expected to perform many roles ranging from meeting customer demands, marketing, and product development. As a CFP Professional, I’m able to offer guidance in the following areas:

  • Deciding which retirement plan best aligns with your company
  • Lending and cash management services
  • Coordinated investment and tax strategies
  • Risk management strategies
  • Succession planning

As a financial advisor I work with small business owners to make their businesses more efficient by focusing on actions that will help retain employee talent, examining cash flow need, protecting their business against unforeseen events, and providing guidance towards meeting future business goals.

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