Unique needs of Business Owners and Professional Corporations
DO IT YOUR WAY
WHAT IS SUITABLE FOR YOU?
We believe, depending on whether you own a professional practice, or based your industry and key needs, you are going to require specialized types of insurance and wealth strategies.
With access to highly rated insurance companies, no matter what kind of policy, we focus on the work that distinguishes us to:
- share concepts for getting your money back
- help you avoid potential pitfalls rather than just recover from mistakes
- simplify the process of obtaining appropriate coverage that is reasonable and appropriate.
We are as easy to deal with as possible!
Entrepreneurs and business owners love what they do, it fuels their spirit. They pursued an opportunity with passion to create something from nothing.
Every one of them had their own reason to step out on their own- it may have been for comfort or independence or to make the world a better place.
Successful business owners are good at making money, but some are so wrapped up in day-to-day running that they neglect to organize personal assets separately from business assets, and fall short on proactively laying a foundation for moments in their life, which could separate them from their company.
Whether a business is run as a sole proprietorship, partnership or corporation, there are a lot of excellent reasons for insurance and wealth management strategies to:
- have access to cash
- pass tax-free assets to loved ones
- protect personal finances from business risks
- buy out partners or shareholders
- secure assets from creditors
- tax effectively unlock corporation’s capital for personal use
- accumulate saving for future retirement income
- replace income from untimely illness, injury or accident
- shelter future value and future taxable assets (business and personal)
- access capital, ensuring business will continue if a partner, owner or key employee is suddenly gone or becomes terminally ill.
