Here are some startling figures regarding today’s small business owners:
Only about 30% have
a financial plan for retirement.
have never consulted with a financial adviser.
don't know how much money they'll need for a comfortable retirement.
EVEN FEWER COMPANIES HAVE A SUCCESSION PLAN TO KEEP THE BUSINESS GOING
Numbers like those
Are why we do what we do at Longleaf Advisors—
and why we’d be honored to talk with you about your financial needs.
Learn more about
to helping you achieve your goals,
or read more about our services below.
We can help you with these challenges and more.
Are you paying more tax than you should? We can work as at team with your CPA to review your portfolio for tax efficiency.
Your employees are more likely to stay with you when you provide them the right benefits. We can help you plan.
When it's time to retire or sell, you’ll be faced with a number of challenging issues. We can make the transition smoother.
They say to expect the unexpected, but that doesn’t make it easier to deal with when it happens. We can help you plan for—and get through—a wide range of business disruptions.
We’re not just about your business—we can also help you personally with financial planning and solid advice.
ASK US ABOUT
401(k) installation and maintenance – qualified plan installation & support
Employee benefits, consulting, and auditing
Key employee retention
Business planning and creative solutions to business issues
Insurance solutions for life, health, disability and long-term care
Family meetings for business and estate planning
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