Small business owners are often so busy with day-to-day business tasks that they neglect both their business’s financial planning needs as well as their own. That’s a huge mistake.
Your personal finances are inextricably linked with your business, so your family’s financial plan needs to be integrated with that of your business.
Creating and sticking to a financial plan now can help keep your business thriving and make sure you have enough to retire, meet your charitable goals, and effectively pass on assets to heirs.
As part of a Corporate Retainer Agreement, we can help business owners with the following business and personal financial planning tasks:
Excluded from these services is assistance with the actual sale of a business. This service is available under a separate fee arrangement.
Every day you wait is a day wasted. Let us help you get your business and personal finances in order and plan for a secure retirement. From our office in the Lakes Region of New Hampshire we serve clients throughout the state as well as in Vermont, Maine, Massachusetts and around the country.
Learn about ourpersonal financial planning services.
Learn what it means to be a fee-only financial planning firm.
DOWNLOAD: Financial Planning Document Checklist for Small Business Owners
Are you a physician or a medical professional?. Bob has extensive experience working with people in the medical field. Please see our Financial Planning For Doctors
At Squam Lakes Financial Advisors, We Are On Our Client’s Side.
