For our business owner clients, we strive to prepare your business for a promising and prosperous future by providing the best resources and knowledge available. We personalize tax-advantage financial strategies for your business’ benefit, including business succession planning, risk management, innovative 401k solutions, and low-volatility, diversified investment portfolios. We aim to maximize your revenue while protecting what you have, keeping you prepared for whatever tomorrow brings.
Your business is part of your legacy, and we’re here to help you cement that legacy just as you envision it. Our experienced team provides you with advanced strategies and a fresh perspective on how to best use the wealth you have created for your retirement and for future generations:
- Thorough cash analysis methodology
- Deferred compensation strategies
- Implementation of innovative 401k solutions
- Business income tax reductions
- Cash balance pension plans
- Liquidity options – tax-efficiently extracting capital from your business
- Succession planning
- Tax-mitigation plan – business and personal – encompassing the central aspects of your wealth
- Retirement income planning to maximize Social Security, balance income sources and mitigate tax liability
- Insurance strategies to manage risk and defer tax
- Alternative investments to improve diversification
Clark/Barbour is pleased to offer a Complimentary Informal Business Valuation. This information is useful if you are planning to sell your business, putting in place a succession plan, or want to update your estate plan. Take advantage of this offer by completing the form or call us today.