BUSINESS STAGES
Attracting and retaining key employees is an important issue for many businesses. Providing innovative benefits and compensation plans are keys to rewarding and retaining these individuals.
Providing valuable and innovative employee benefits to retain key individuals.
Reward Key Employees
Retain Key Employees and Shareholders
Minimize the impact on your business if key employees, shareholders or business owners were to become disabled, critically ill or die
Retire or lower debts if key employees, shareholders or business owners were to become disabled, critically ill or die
By offering you and your employees the health benefits, you can protect your employees, protect your business, maintain productivity, attract and retain key talent and provide tax efficient compensation.
– We review your business, employees and your budget to tailor make a solution that aligns with your goals to provide the best protection for your company.
Business succession planning is a process designed to assist the business owner to transition out of business and transfer ownership of business at the time of retirement while maximizing the business owner’s personal financial security
Addresses all eventualities including the possibility of death, critical illness or disability of a business owner.
Value of your business can represent a substantial source of income in retirement, therefore proper succession planning can ensure that the risks to your lifestyle in retirement is minimized.
If your hope is to have your business continued by one or more family members, then you will likely need to coordinate your business plan with your estate plan and explore any tax deferral opportunities.
Any unforeseen events could lead to problems in your business without proper planning. Advanced planning can ensure that you, your business and family are protected.
Many business owners depend on their business to provide income, security and in some cases, a legacy for their family.
Minimize the risk if death, disability or critical illness were to happen to a key person or shareholder of the business.
Retain Key Employees and Shareholders
Minimize the impact on your business if key employees, shareholders or business owners were to become disabled, critically ill or die
Retire or lower debts if key employees, shareholders or business owners were to become disabled, critically ill or die
GET IN TOUCH NOW
Offering clients financial advice since 1987. A company focused on providing risk management and investment strategies to owners and managers of private and public companies.
© 2021 Charter Wealth Management – All rights reserved. | Developed by: RSG Dynamics Ltd.
