Financial Planning for Business Owners
You’ve faced challenges as a business owner — likely many of them — and yet, you’ve succeeded and thrived.
Your vision and tenacity drove you to put in the hard work that has been instrumental to your success.
Having the guidance and perspective of a seasoned, trusted professional gives your business an edge while helping you and your employees reach financial goals.
Those goals are important to you, and they’re important to us, so we offer business services to help you reach them.
The services we offer to business owners include retirement, estate, and financial planning. We also offer business succession planning, customized executive benefits creation (“Golden Handcuffs” for key employees, for example), help design Buy/Sell Agreements, create informal Buy/Sell Agreement Valuations, and more.
Below are just a few of the business services-related problems we’ve been able to solve for clients. Click the silver bar for each problem to learn more about how we can solve them.
Business Owner FAQs
Retirement Planning for Owners and Employees
Business owners need to plan for their retirement while also providing retirement benefits for their employees. We can design and implement retirement plans, such as 401(k)s or SEP IRAs, that benefit both the owner and the employees, with the goal of creating long-term financial security for all.
Succession Planning
Creating a smooth transition of ownership is a significant concern for business owners. We can assist in developing a comprehensive succession plan that includes identifying potential successors, creating buy-sell agreements, and planning for the financial implications of the transition.
Risk Management and Insurance Planning
Business owners face various risks, from liability issues to business interruption. We can evaluate these risks and recommend appropriate insurance coverage, such as key person insurance or business interruption insurance, to protect the business and its owners from unforeseen events.
Disclosure: No payments were made to the above listing of clients who offered their opinions/testimonials regarding our services. These client experiences may not be representative of all clients.
Business Services with CFG
Business Services for Financial Advisors
If you’re a financial advisor who’d like to retire or to be able to focus…
Retirement Planning
Whether your retirement is a few years or a few decades away, it’s never too early to begin planning…
Comprehensive Financial Planning
Comprehensive financial planning is properly viewed as ongoing, rather than as a one time…
Schedule a Conversation with an Advisor
62 Walnut Street
Wellesley, MA 02481
Phone: 781.237.0123
Fax: 781.237.1696
E-mail: [email protected]