Business Owners

Why not have a sound financial plan to benefit you as well as reward and retain your valued employees?

It’s Time…
Don’t wait any longer to put you, your family and your employees first.

As an independent contractor, sole proprietor or corporation, it is safe to assume that you’ve put a lot of hard work and time into building your business.

Your focus on day-to-day responsibilities may not leave time for planning for employer/employee benefits and retirement. If you have employees, you have probably spent time to recruit and train them.

At Independent Financial Solutions, we can craft a comprehensive plan that covers any or all of these financial strategies:

  • Group health, life, disability, dental and vision insurance
  • Retirement plans, such as 401(k), 403(b) SEP IRA and Simple IRA
  • Tax strategies to help you keep more of your profits
  • Executive Bonus Plans
  • Funding Buy/Sell Agreements
  • Employee Stock Option Plans

SUCCESSION PLANNING

A succession plan ensures the right people inherit the business, operations continue to run smoothly, and owners can exit under fair circumstances. Having such a plan in place will also give you peace of mind should an unexpected life event happen before you are ready to retire!

Whether you are nearing retirement age or just setting up shop, as a small business owner, take time now to build a succession plan that protects your business’ longevity and secures your own personal financial future.

Independent Financial Solutions can help guide you on strategies that will work towards your long-term objectives for your business and its legacy.