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Financial Sustainability Services For Elder Retirement

Retirement planning helps the business owner and executive to accomplish a shift from appreciation and wealth accumulation to preservation of capital.  As retirements nears, passive cash flow becomes more important than cash flow from compensation and other earned income.  The choice of employee benefit choices and their related tax impact becomes more important as well.  Therefore, carefull planning for the distribution of benefits can increase the likelihood of maximum cash flow and minimum tax cost upon retirement.

Specifically, we can help you with the following:

Durable Power Of Attorney-we can function as your financial power of attorney

Business Succession-For business owners, making sure that there is a business succession plan in place a is very important part of retirement planning.

Pension Analysis-choosing the right pension plan is a critical first step in the retirement plan process.  We can guide you through the process of choosing the plan that is right for you and your business.

Investment Reviews-As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. 

Asset Protection-Asset protection, or wealth preservation, plan makes the enforcement of judgements against protected assets nearly impossible and allows the owner of protected assets to retain substantial control over these assets. Our firm can assist you with an asset protection plan that may include.

Has your CFO or CPA discussed their
approach to Financial Health with you?

Perhaps they don't have one.

CFO's Online!
"Your Quarterback For Financial Health" 

CFO's Online(sm)
Part-time CFO's For Small Businesses
101 First Street, #395
Los Altos, California 94022