We recognize that for business owners a financial strategy must be built around their business and how it fits into their lifetime objectives. A business can represent the greatest asset a client owns, or it can become the largest problem in a poorly-assembled
estate or financial plan. Since our approach is holistic, we recognize that a profit sharing pension plan or any particular investment recommendation may be insufficient when put in the context of a business transfer strategy, executive retention plan, or long-term business growth objective.
Additionally, while some strategies may have been appropriate when implemented, reviewing them for current sufficiency and progress towards a stated goal is critical to stay on track.
Business Planning Services
We believe evaluating a business owner’s financial strategies related to protection, liquidity, human and asset retention, and business continuation is critical to real success.
David M. Edwards & Associates
Financial Services, Inc., does not give legal or tax advice. You should consult
your tax or legal advisor regarding your individual situation.