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Wealth Management Consulting for Business Owners

Business ownership brings a unique set of financial planning challenges, especially when it comes to navigating the line between your business and personal financial plans.

Business Planning Needs

As your personal financial planning and business planning needs change over time, we have the expertise to help you plan for those changes through all stages of your organization’s growth. As your business expands and matures, we can connect you with trusted partners covering all aspects of employee benefits, business valuation, and legal services. Throughout your company’s growth, we serve as your advocate to identify best-in-class solutions for you and your business.

Start-up Survival
  • Group Medical Plans
  • Basic Group Life & Disability Insurance
  • Buy-Sell Agreement
  • Key Management Insurance
Growth and Expansion
  • Employer-Sponsored Retirement Plans 
  • Enhanced Group Insurance Programs 
  • Financial Wellness Programs 
  • Premium Refund Medical Plans 
  • Self-Funded Benefit Programs
  • Incentive Plans 
  • Salary Continuation Plans 
Maturity
  • Creating marketable employee benefits packages to attract and retain top talent
  • Incentive Deferred Compensation
  • Qualified Pension Plans
  • Selective Supplemental Pension Plans
  • Split Dollar / Executive Bonus Plans
  • Financial Guidance for Key Team Members
  • Advanced Estate Planning
  • Personal Financial Planning as a Benefit
Transfer of Management Control & Preparing the Next Generation 
  • Gifts of Stock to Family Members
  • Employee Stock Ownership Plan
  • Merger, Acquisition or Going Public
  • Stockholder Retirement
  • Lifetime Sale of Business
  • Business Continuation Planning & Exit Strategy Protection 

 

 

We can help whether your needs are limited or if you are ready for a comprehensive or holistic approach to your employee benefits offering to attract and retain employees.

Specific Expertise in Business Consulting

The exceptionally complex issues that business owners and plan sponsors face aren’t easily addressed by a single financial advisor.

Our dynamic team-based approach to comprehensive wealth management, Retirement Plan Consulting, and our comprehensive employee benefits consulting helps to ensure you receive advice in the most efficient manner.

Many of the personal and business financial planning specialists you need are part of our firm’s diverse team of experienced financial advisors and specialists—the Roundtable. We also work closely with partners outside of our firm based on your specific needs, and serve as your advocate to review and benchmark benefit vendors and providers.

Our goal is to help simplify your financial life, so you can stay focused on your business.
97%
Our client retention rate speaks for itself. We believe our clients come to us, and stay with us, because of our team-based approach to wealth management.

Average annual retention rate—January 1, 2010, through December 31, 2018—based on client households with assets greater than $100K in our existing offices.

Get your customized retirement plan.

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Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

WEAS ADV Part 2A  WEAS Supplement to ADV Part 2A WEAS ADV PART 2A Appendix 1

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© 2019 Wealth Enhancement Group. All rights reserved.

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