Protect yourself and your business.
Create a tax plan that maximizes cash flow and minimizes your tax bill
Establish a succession plan to guide the future sale or transfer of your business to the next generation of management.
Achieve your retirement goals.
Operations could be interrupted because of a disaster, a key person on your team dies or becomes disabled, or property is lost. You could also face costly legal liabilities due to negligence or defective products.
CFP® professionals can provide guidance on how to structure your business to mitigate some of these risks, as well as advice on specialized insurance coverage that provides extra protection.
CFP® professionals are trained and experienced in the nuances of tax law. They can help you take advantage of business structure, expense categories, and tax credits to reduce your overall income tax.
Establish a succession plan to guide the future sale or transfer of your business to the next generation of management
A CFP® professional can help you develop a strategic plan that covers the mechanics of an ownership change
Establish a succession plan to guide the future sale or transfer of your business to the next generation of management
such as company valuation, tax implications and insurance issues — and supports the transition’s long-term success.
Achieve your retirement goals.
A CFP® professional can help you determine which qualified or nonqualified retirement planning strategy best fits your needs and long-term goals.