Business owners spend a great deal of time with the day-to-day operations of their business. With the amount of stress and time it takes to operate a successful business, it is important that certain areas are covered to protect loss.
| Business Succession | Making plans for the future of your business upon disability, retirement or death is essential if you would like your business to have continuity. We can help you structure an arrangement to maximize the tax and financial benefits to you and your family. |
| Buy -Sell Agreements | We can assist in the creation and review of a buy-sell agreement which is an outline of the terms of ownership transfer in the event that an owner retires, becomes disabled, or dies. |
| Qualified Plan Design and Compliance | We start by analyzing your business needs and goals and recommend a plan that works best for you. We help you select the right plan features and benefits, and then design a comprehensive plan to optimize your success. |
| 401(k)’s | By reviewing your current plan, we can make sure you have the right 401(k) plan in place to suit your company’s needs. We’ll analyze the fund options, fee structure and level of service your plan offers and, if necessary, recommend a course of action to customize a new 401(k) that best fits your company. Once we have an ideal plan in place, we make ourselves available to come out to your company and conduct enrollment and education seminars. |
| Key Employee Retention | Key employee retention is critical to the long term health and success of your business; we can assist in ensuring you have benefit options in place for your employees. |
| Non-Qualified Retirement Plans | We can assist in designing a non-qualified retirement plan; these plans help aid in employee retention for select key-employee personnel. |
To learn more about how The Prosperity Consulting Group, LLC can assist you with business planning, email us at info@prosperityconsult.com or call 410-363-7211.
 |
|
 |
Overview |
 |
|
|
Investment Planning |
|
|
|
Tax Planning |
|
|
|
Income Protection & Asset Preservation |
|
|
|
Retirement Planning |
|
|
|
Business Planning |
|
|
|
Estate Planning |
|
|
|
Debt Management |
|
|
|
Insurance Planning |
|
|
|
Education Planning |
|
|
Home 
About Services News 401K Members Contact