Wealth Management for Businesses
We work with small business owners in the Midwest to design or restructure their plan aimed towards their growth aspirations, cost-benefit ratio, and their ability to attract and retain key employees!
Focus on your company.
As a business owner you want to focus on the vision and growth of your company. You also want to be able to diversify your wealth, pay less in taxes, and provide your employees with a competitive and effective benefit package. While working with other key executives and representatives you work to retain good employees and ensure that the cost of your plan doesn’t outweigh the benefits. While looking at your priorities we aim at designing a strategy that enhances the areas of your plan you find the most important.
Financial Planning for Businesses
Retirement Plans & Management
We streamline retirement plan administration and remove the complexity. We can help fulfill your fiduciary responsibilities and provide plan enhancements, education, and ongoing investment reviews and management. We aim to help you focus less attention on the planning and administration and spend more of your time on building your businesses future.
Estate & Succession Planning
Many business owners know that some day the company they have helped build may one day work without them. There are costly mistakes, that you may have seen, when it comes to the transferring of your wealth. We help you build a plan to manage taxation and have an impactful legacy.
Key Employee Policies & Retention
As a business owner employees play a key role in meeting your short-term and long-term business goals. Some of these employees may prove more vital to those goals than others. We help you set up a plan to reward and retain these employees that play a role in the future growth of the company.
Buy-Sell Agreements
We help you build a foundation that supports your business’s long-term growth and the role that you play in it. Whether you plan to sell your business or not we will help you set up a plan to protect one of, if not, your biggest asset in the event that things don’t go according to plan.
Group Benefits & Cafeteria Plans
- Group Benefits
- Short-Term Disability
- Long-Term Disability
- Critical Illness
- Cafeteria Plans
- Flexible Spending Accounts
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matter with the appropriate professional.
Want to Learn More?
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