financial planning for businesses
Business decisions can impact not only the business itself, but may also influence the business owner’s overall financial well-being.
Planning for your business and employees and personal financial planning are often intertwined. We take a close look at all aspects of your financial situation—examining operational issues, risk management, succession planning, and executive compensation — to help ensure your business is on the right track.
Infinitas Retirement Plan Solutions
Our team offers comprehensive retirement plan consulting services. We start by understanding your goals as a business owner and employer, and then help you select, implement and manage the right plan for your business. But we don’t stop there. We also educate your employees so they feel confident about their investment decisions.
BUSINESS PLANNING
Business planning and personal financial planning are often intertwined. We take a close look at both examining operational issues, risk management, succession planning, and executive compensation. We also look at benefit packages, key employee insurance, and valuation. Business planning is a critical component of wealth management, and a sophisticated plan for your business will be well-coordinated with your overall plans for taxation, investments, insurance, estate, and retirement.
RISK MANAGEMENt and asset protection planning
Risk management is intended to minimize financial and other potential losses associated with risks to your assets, health, or business. Part of our job is to help protect your financial well-being, and that may require us to help you insulate yourselves from certain risks. Prudent risk management may involve purchasing life, long-term care, and disability insurance, as well as a handful of other risk prevention vehicles. From protecting your business to your health, we try to ensure that you are comfortable with the level of risk you are taking.
TAX PLANNING
Our primary goal in managing your wealth is to help you achieve your retirement or accumulation goals, which is why tax planning is so important. Tax planning considers the implications of individual, investment, and business decisions, usually with the goal of minimizing tax liability. Although decisions are rarely made based solely on their taxable impact, we are always cognizant of the income, capital gains, estate, and business tax issues involved in any particular situation.
Investment Management
An investment manager will concentrate primarily on managing investments, aiming to meet specific targets and objectives. Our investment advisory services are based upon your investable assets and include services such as portfolio development and management, asset allocation, and ongoing monitoring. An effective investment management plan will be well coordinated with your overall plans for your business, insurance and taxation needs, and your retirement goals.