Financial Planning for Business Owners | Precision Wealth Strategies

BUSINESS PLANNING

Are You as a Business Owner Waking Up to Unanswered Financial Questions?

Don’t accept a generic financial plan, establish a plan that is unique to you and best fits your business and employees.

Have you wondered if you have the right asset protection or if you should be paying yourself differently? Our team can answer a variety of questions about your business’s financial setup and whether or not things should be modified based on the number of employees or industry you serve. If you are a business owner wanting to know more about the following questions, contact our team today.

Am I getting the proactive and creative tax strategies that other business owners are taking?
What benefits could I offer to myself or key employees?
Is there a way to manage our company liquidity more efficiently?
How am I going to retire?
How will I sell my business?
What happens to my business if I prematurely die?
What is the best way to transition the business to the next generation or key employee?

Financial Plan Set Up For You & Your Employees’ Success

Do More With Your Business’s Strategy When You Contact Precision Wealth Strategies.

The team at Precision Wealth Strategies not only focuses on individual financial planning, but our team of advisors specialize in business financial planning too! While individual financial life planning is important and we would be more than happy to sit down with you and create a financial plan for your life, we also know as a business owner you want to ensure your business is financially sound.

Offering services in tax planning, financial efficiency consulting, integrated consulting and planning for group retirement, we can ensure you and your employees have the strategy in place to be set up for financial success. Whether you want to discuss exit planning or business continuation, our financial advising and planning services are available every step of the way.

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Meeting Your Business’s Financial Goals

Don’t settle for any financial advisor when it comes to your business. Before determining who can help you achieve your financial goals consider the following questions:

Does your financial advisor own a business?
Do they have employees?
Is your advisor’s net worth similar to yours?
Does your advisor understand the space and industry your business currently resides in?

At Precision Wealth Strategies, our team of advisors and financial planners have diverse life experiences and perspectives to ensure our clients get the most relevant financial advice possible. With a trademarked approach allowing us to learn more about you, your business, employees and financial objectives, you can be confident your business goals will be met.

Business Investment: Financial Planning FAQ

How do I secure, organize and access my important financial documents?

Precision Wealth Strategies uses a secure digital document storage repository called The Vault. With easy access to documents and collaboration properties, you and your advisor can easily share financial plans and documents. With safety features and password-protected documents, you won’t have to worry about your information being compromised. Click here to learn more about The Vault and how you can be using it for your financial documents.
How secure is my information within the wealth management system?

Our systems have a variety of security measures to provide the utmost protection. Using password protection, encryption, multiple data storage locations, routine security testing, 2-factor authentication and non-transactional components, we work hard to keep your information safe. We pride ourselves in being there for our clients, this includes the systems we use and the security associated with them. Learn more about the security associated with our wealth management system by clicking here.
How does planning make a difference for my business?

You may be comfortable now, but what happens when your taxes increase due to the money management style you are currently using? By analyzing your business cash flow and financial statements, we can help you get a better understanding of the overall financial picture.

With Precision Wealth’s planning process and analysis strategy, our team carefully plans for the future to set you up for financial success. Watch our video to learn more.
What differentiates Precision Wealth Strategies from other Financial Advisors?

We consider our competitive advantage to be our team approach, trademarked process, trademarked philosophies, access to world-class money managers and technical support team of professionals. By working with professionals in all areas of legal, tax, asset protection, insurance, and investments, our team ensures our clients are getting personal advice tailored to their goals.
How does Precision Wealth Strategies develop a financial planning strategy?

Discuss. Design. Deliver. The pillars of our 9-step trademarked process. With our trademarked process, clients have been able to achieve, grow, protect, enjoy, and ultimately transfer their wealth more efficiently. By taking an in-depth look at where you are today and where you want to be tomorrow, our team can ensure you get the proper advice for your financial objectives.

We all journey through life on a mission of discovery. If done right, through a precise process, with some thought and the philosophies that we teach, it can be an explosion.