Fee-Based Financial Planning
Would you like to have a plan of action for retirement? How much should you save each year to retire the way you want to retire? How should that money be invested to maximize growth and security? How much should you take advantage of tax-favored accounts? Financial planning is to retirement like a recipe is to brewing. With or without one, your end product will be a beverage, whether or not it is enjoyable and suited to your liking, you won't know until it's too late.
Business Structure Setup
We can help you with setting up a corporation, an S corporation, an LLC, LLP, LP, partnership, non-profit organization, or any other structure you're considering. We can also explain some of the tax ramifications of each type of structure for your business.
Benefits Planning
It's a big step, but you'll have to take it. Maybe you've already taken it, but maybe your plan needs revising. Or maybe you just aren't happy with the benefits you are offering. Talk to Bernie.
His team of financial advisors and tax professionals will help show you ways to attract and retain high quality employees - many times with little or no expense to you. Some of the benefits Bernie may suggest to you might include "soft-benefits" - those that are voluntary to employees and are paid for by employees, but usually with a group discount.
Some of these "soft-benefits" may include:
Group Long-Term Care Insurance
Group Property and Casualty Coverage
Group Whole Life Insurance
Group Financial Planning
Group Tax Preparation Services
While other traditional benefits may include:
- Group Health Plans
- Group Term Life Insurance
- 401k Plans or other Retirement Plans
Deferred Compensation Plans
Do you want to pay income tax on all income that your business is currently generating? Would you rather lower your taxes now and provide your future with a steady income? Bernie can explain to you how deferred compensation plans can enhance your business, and its value.
Tax Planning and Preparation
Bernie can show you ways to minimize your tax impact, and help you to utilize new changes in tax law. He'll watch out for you year-round to keep you on the good side of the IRS, and point out ways to save.
Bookkeeping Services
Are you considering hiring a full-time staff person to take care of your books? Would you like someone to completely take over your bookkeeping so you can concentrate on what you do best? Or maybe you have it under control but need someone to help guide you with a monthly monitoring check in? Either way, we can help! Bernie has bookkeepers on staff to help with the thankless job of internal accounting. If you use accounting software and think you've got things pretty much under control, but would still like someone to take a look at them once a month, we can help with that as well. Many times, we can work on your books online without leaving our office, which saves us time and you money!
Asset Management
While you're minding the store, you can't neglect your own financial future. Your business may be your biggest asset, but diversification is essential for retirement security. Bernie can manage your portfolio and recommend those investments that are best suited to your personalized asset allocation.
Succession Planning and Estate Planning
It is estimated that 90% of all family-owned businesses fail after the death of the founder, due to the estate tax burden placed on the remaining family members. Don't be a statistic! Bernie can develop an estate plan and succession plan early in the life of you're business. Working together with your CPA, attorney and other trusted advisors, Bernie can help you determine your best business outcome. Maybe you want to cash out, travel and have fun while the wealth you've built keeps growing. Maybe you want to fund a buy/sell agreement. Perhaps you want to transfer ownership to a family member or key employee. Whatever your choice, Bernie can lead your team and smooth the process for you and your employees.
5670 Greenwood Plaza Blvd. Penthouse Suite
Greenwood Village, Colorado 80111
Phone: (720) 407-3011
Fax: (720) 407-3012
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