Business Services

You know what it takes to build a successful business. It takes vision, preparedness, skills and desire – not to mention a focused dedication to achieving your goals. If you are like most business owners, you’ve worked hard and made many sacrifices to grow your business. That’s why you should put just as much energy into protecting it as you did building it.

 

Ask yourself these important questions:

 

  • Do I have a plan for my business when I retire?

  • Is my business capable of continuing its success in the event of my or my partner’s untimely death or disability?

  • Is my family adequately protected if something were to happen to me?

  • Have I done everything I can to attract, retain and reward the key employees that are critical to my business?

 

If you answered “no” to any of these questions, you may want to consider implementing a formal business planning strategy. Proper planning can help you protect your business, attract and retain key employees, and help ensure that your business transfers in the manner in which you choose.

 

No business plan is complete without a financial strategy for the unexpected. Start by exploring all your protection options. Then develop a long-term strategy that can help protect the continuity of your business should you, a partner, or key employee decide to retire, leave the business, or unexpectedly dies or becomes disabled.

 

Most business owners spend the majority of their time working in their business instead of on their business. We can help ensure that the business protection needs that are critical to the long-term success of your business are taken care of.

Let us help you with:

  • Corporate Financial Planning

  • Financial Planning for Employees

  • Financial Literacy Workshops

  • Employee Benefits

  • Retirement Plans

  • Executive Group Life Insurance

  • Deferred Compensation & Bonus Plans

  • Supplemental Executive Retirement Programs

  • Executive Disability Income Insurance Plans

  • Succession Planning 

  • Disability Buy-Sell Insurance

 

CRN201903-208966

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Professional Financial Associates, LLC

302 Mountain View Drive, Suite 201  Colchester, VT 05446

Office: 802.865.4067    Fax: 802.863.0343

Info@PFAVT.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Professional Financial Associates, LLC (PFA) is not an affiliate or subsidiary of MML Investors Services, LLC, or its affiliated companies.

CRN202102-242336

© 2019 Professional Financial Associates, LLC