Business Planning

Business Planning: Being Prepared for What Comes Next

You expend a lot of effort building and running your business. It may seem that there aren't enough hours left to tackle business planning. A financial advisor works with you to develop and monitor a customized business plan to meet your unique objectives. A comprehensive business plan is an important way to protect the investment you've made and take care of valued employees.

Benefits Planning and Management

Some businesses have 401Ks in place and need help coordinating their existing retirement plans. We can assist with ongoing management or initial setups for your employees' retirement plans and full-spectrum benefits packages. As a business owner, you have key employees you want to protect in the event that premature death or other unforeseen circumstances affect business operations.

Business Succession Planning

When the time comes for you to pass on control of your business or sell, a business succession plan is a valuable map for making the transition. You need a structure for succession, so your requests are carried out accordingly. It's also crucial to prepare for your personal retirement needs. We work closely with you on financial planning to get the tax advantages and build the resources necessary for financial independence.

Redwood Financial Network will step in and provide clarity and hands-on financial support wherever you need us on your business journey. Contact us today to get started.