As a small business owner, your personal and business finances are closely related. Your finances and plans for financial independence require a comprehensive view that embraces the capital requirements of your business. As a business owner, your personal goals and objectives are uniquely intertwined with your business, challenges with your business can often cause challenges with your personal investment plans. Having an advisor who understands and sees the big picture helps to create effective solutions for both your business and your personal needs. The bottom line is that having and maintaining a competive advantage in your business impacts your ability to grow your business and prepare for sucessful retirement and business succession.
Regardless of the stage you are currently in with your business, The Getzen Group is the competitive advantage that will help you grow and eventually transition your business into meaningful cash flow and capital for financial independence.
Services we offer to business owners:
- Wealth Management Consulting Services; Personal and Business Financial Planning(WMCS)®
- Investment Management services Preferred Account; personal, corporate and or LLC assets
- Investment Consulting Services
- Fixed Income Portfolio management for business assets.
- Insurance Services
- Retirement Plan Consulting
- Formation services for your Limited Liabilities company-LLC and or Corporation (c) or Chapter Sub-S
- Tax Planning and Preparation
- Estate Planning
- Succession Planning