Because we believe advice is more important than products, we charge a flat fee for our comprehensive financial planning process designed to add massive efficiency and value to help you achieve your goals, faster.
* Neither our company nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney, legal, or tax counsel for advice on specific legal and tax matters.
* Neither our company nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney, legal, or tax counsel for advice on specific legal and tax matters.
Initial analysis to find inefficiencies and compare to industry benchmarks.
Review ownership structure and owner retirement planning. Exit planning, funding buy/sell agreements, COLI, DI vs UI, employee benefits tie-in.
Risk management program review. General liability insurance, business asset insurances, policy premium shopping, Liability limit review trade off.
Tax strategy analysis and implementation.
Draft business financial plan document overviewing the above.
Seven Steps Annual Business Planning at turn of year.
More information is coming soon. Contact us today to learn more!
Investment Advisory Services offered through TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120. (303) 797-9080.