Archives: Solutions

Smart tax solutions for any business succession plan.

Whether you’re planning to sell your business, transfer ownership, invest corporate dollars efficiently, or restructure your corporation, there are significant tax implications that you’ll want to consider. Here, we can help you weigh your options, understand risks, and save money through tax-efficient planning.

Bringing clarity with contingency planning.

For new and startup business owners and even established ones, it can feel like everything will fall apart if you’re not there tomorrow. Having a clear and carefully crafted contingency plan including a key person analysis can mitigate risk and create clarity for you, your company, and your shareholders. At The Advisor Guide, we can help you develop sound contingency plans that ensure the strength of your business no matter what.

Plan for the next iteration of your business.

Over 80% of businesses don’t make it to the hands of the second generation, and of those, only 3% survive for the third. That’s why we consider a thorough plan of business succession vital for any business owner. We’ll help you get a plan in place, analyze critical people, and create a comprehensive strategy to ensure your business benefits from your lifetime of hard work.

Plan for the worst so you can live your best.

We begin by listening. Our planned and consultative approach ensures that we first understand your situation before analyzing how different insurance solutions fit your overall outlook. This way, you get personalized advice strictly based on your needs and wants and what’s most important to your business and family.

Invest your money where it matters.

Investment goals can take multiple trajectories depending on age, income, and lifestyle, but they don’t have to remain as moving targets. With sound planning that takes contingencies and roadblocks into account, our investment planners ensure you’ve got more than an umbrella saved up for the rainy day. Whether you start big or start small, it’s essential to start now.

Serve your best interests with the right portfolio.

With an array of portfolio options, our advisors do the deep dive into charting the right plan that’s best suited to you. Whether you’re looking for estate or retirement planning, or simply need to allocate your portfolio with a steady mix of bonds and stocks, we’ve got you covered.

Get financial security with versatile legal options.

Two of the most important financial documents you sign are a Will that pertains to your assets and dependents, and a Power of Attorney (POA) where a trusted party can represent you in action. Within a Power of Attorney, there are vital considerations for your business and its structure. We can help you tailor legal documents to act in the best interests of you and your business, giving you a solid plan for the future.

Learn the most optimal way to manage your cash.

For any business, it’s important to understand where your money comes from, where it goes, and how you can make more as a result. By assessing your cash flow statement and analyzing how well your money is being utilized, we help you get a snapshot of your financial health and work together to review your revenue statement.

Across the board risk management.

When you own a business, we know that questions keep you awake at night. Are you prepared for hard or unexpected times? Is your money locked up? What happens if you get hit with a major lawsuit? How will your company function without you? We can help you answer these questions with a comprehensive strategy to mitigate all aspects of risk. With The Advisor Guide, you can rest easy.