Business Planning

Wealth Strategies delivers business planning and advisory services to family-owned and closely held businesses.  A focus on shaping a strong business infrastructure is instrumental addressing owners business needs and unlocking firm value.

Expert guidance, supported by an educated perspective on the issues impacting business and their owners makes all the difference in the world. At Wealth Strategies, we work with an array of specialists in the field to deliver impactful solutions.

Business consultation should be led by the needs of the business owner, not a one-size fits all approach.

No matter what phase a business is in, from start-up idea to succession planning, Wealth Strategies delivers solutions tailored to the unique needs of each firm.
We know that your business is a meaningful part of your life.  Your success is meaningful to us.

The integration of non-subjective rules creates a sophisticated risk management platform

The integration of non-subjective rules creates a sophisticated risk management platform

The integration of non-subjective rules creates a sophisticated risk management platform

The integration of non-subjective rules creates a sophisticated risk management platform

1

Simple, Objective Rule

Our approach relies on the integration of simple, objective rules developed over years of experience and evaluation.

2

Sophisticated Risk Management Platform

The integration of non-subjective rules creates a sophisticated risk management platform.

3

Informed Exposures

Our risk management platform provides a “weight of the evidence” approach to objectively evaluate the investment backdrop and systematically adjust risk exposures

4

Compounding Wealth

Our process is designed to generate attractive risk-adjusted returns that dampen the

Wealth Strategies for Life assists clients with their business planning.  We help firms define their business strategy, prepare written formal plans, and ready for the future.

We provide tailored advice on a wide range of business concerns, seeking to meet the needs of each client.

Our Services

We construct programs that are cost-effective to implement and consistent with the strategic goals of each business owner. 

Areas of expertise include:

  • Non-qualified deferred compensation plans
  • Supplemental Executive Retirement Plans (SERPs)
  • Phantom stock and "performance" plans
  • Corporate-owned life insurance (COLI) 
  • Corporate-sponsored annuity options
  • Executive life insurance plans 

Our top-down, holistic approach helps to prioritize the protection of business assets and information. We offer diverse strategies to help preserve, protect and promote the value of your business.

Areas of expertise include:

  • Disability
  • Long Term Care Insurance and Planning
  • Life Insurance
  • Business Insurance
  • Captive Insurance Company Consulting
  • Identity Theft Risk Management

We implement and manage successful retirement plan experiences best suited to your situation, helping you to attract and retain healthy employees.

  • Deferred Compensation
  • 401k Administration
  • Investment Guidance
  • Education
  • Recordkeeping
  • Communication
  • Simplified Employee Pension Plans

We help our clients develop careful plans of action to properly exit their business and ensure that the new leaders have the structure necessary to fulfill their roles successfully.

Areas of expertise include:

  • Buy-Sell plans
  • Exit Planning
  • Employee Stock Option Plan (ESOP)
  • Valuation Services
  • Family Business Counseling