Whether you are thinking about starting a business or currently own a business and want to grow, sell, or retire from the company, you require a special set of skills from your financial planner.

The financial planner needs to have owned businesses, understand the many facets of running a successful business, and is skilled at evaluating and recommending strategies and products/services that meet the needs for today and for future growth.

These issues may be funding sources for start up or expansion, the proper use of leverage, starting and funding retirement plans, executive compensation packages, benefits, perks/bonus structures, and transition/succession planning.  Or…  all of the above.

The mindset of a business owner is very different from that of an employee and in order to truly understand what motivates a business own, a financial planner has to BE a business owner.  In addition, the financial planner has to have managed employees, understand business cycles, mergers, buyouts, and succession planning.  Unless you find that in a financial planner, you are limiting the richness of value you should be receiving from the services provided by the wealth management firm.

Let us help you evaluate funding sources, expansion strategies, buy/sell agreements for succession planning, and innovative/creative retirement planning that achieves impressing asset accumulation while taking advantage of tax deductions.  Do you have all areas of liability covered?  Have you protected yourself financially from business interruptions such as hurricanes, and other natural disasters?  Do you have key-man insurance to protect the company, your investors, and your family?

If by reading this you realize that there are areas you need to explore further, give us a call to set up an appointment – let’s discover how we can help you.  Through the many specialist at Capital Financial and Lincoln Financial Securities, we can craft a dynamic living plan to meet the financial and asset protection needs of your company.

*Securities and advisory services offered by and through advisory representatives of Lincoln Financial Securities Corporation, Member SIPC.  Lincoln Financial Securities Corporation and Newman Asset Management, LLC are not affiliated.
Branch office:  3200 Southwest Frwy.  Suite 1420  Houston , TX  77027      Tel: (713) 659-1212