FINANCIAL ADVISORS FOR BUSINESSES
Whether you’re a small business or large corporation, your long-term goals will vary. Perhaps, you’re hoping to grow your inventory this year, double your team’s size, or increase revenue by 12 percent. Although it’s important to identify what your business goals are, in order to achieve these larger ambitions, you first need to plan out smaller steps that lead you on a path toward strategic success. That’s where Focus Financial comes in to help!
We offer financial advisors for businesses small and large, including retirement planning, succession planning, and investment management.
Set Your Business Up for Long-Term Financial Success! Contact Focus Financial Today!
Trust our independent financial advisors to provide the guidance, expertise, and retirement planning advice to identify a plan that perfectly fits the needs of your company and employees.
Independent retirement planning advice is just as important for businesses as it is for individuals. An independent financial advisor will work to understand the specific needs of your company and employees and keep you on track to achieve the retirement planning goals.
Working with our independent retirement plan specialists gives you access to quality financial products and an ally to help navigate you through the financial retirement planning process.
Quality retirement plan services don’t just stop after the product has been selected. Our independent financial advisors will expertly guide your employees through the stages of retirement planning, making them more likely to enroll and utilize the benefits you’ve offered to their full potential.
Make your company’s retirement planning easy with help from our independent financial advisors. You’ll receive professional experience and financial expertise that will provide consistency and guidance for the lifetime of your business. Trust our retirement plan specialists to simplify your retirement planning services through qualified compliance assistance, investment support, plan management, and effective participant communication.
Contact us to request a Bench-Marking Report from our Retirement Plan Specialists. This free report will review your current situation and provide an overview of viable retirement plans specifically for your company.
Trust our independent financial advisors to provide the guidance, expertise, and retirement planning advice to identify a plan that perfectly fits the needs of your company and employees.
As part of our employer education program, we offer a no cost, no obligation personal financial planning session to all attendees. During these sessions, our financial planning advisors will individually answer questions and provide tailored solutions to set your employees on track towards reaching their goals.
The optional planning session includes:
- A review of each employee’s current financial picture
- An introduction to setting financial goals.
- Additional guidance on financial concepts specific to the employee’s financial picture.
Employers Benefits:
- Educated employees are more likely to contribute to their retirement plan accounts, helping employers to meet nondiscrimination testing rules, avoid penalties, and allowing highly compensated employees to participate in fully qualified plans.
- Providing financial education can improve employee retention and recruitment.
- Financially stressed employees are less productive, costing businesses an average of $450 per employee per year in lost time.*
- Employer-sponsored financial education provides a valuable benefit with little time or monetary investment.
Employee Benefits:
- Receiving a realistic assessment of their future financial needs and ways to help meet them.
- Understanding the complexities of financial planning, and knowing they have a resource to go to when questions arise.
- Provides a better comprehension and appreciation for the employer-sponsored retirement plan and additional benefits.
*Source: E. Thomas Garman, Fellow and Professor Emeritus, Virginia Tech University.
Our financial education seminars offer an easy, turnkey method to deliver training to your employees. Our independent financial advisors provide this service at no cost and supply all the materials for attendees the day of the event. Get started with these four simple steps:
- Choose a seminar topic and delivery option
- Contact us to schedule your seminar date(s) with our program director
- Distribute the materials we provide to promote the seminar
- Gather RSVPs from your employees
Seminar Topics include, but are not limited to:
- Retirement Planning Services
- Retirement Plan Distributions
- Retirement Income
- Tax Strategies
- Investments
- College Funding
- Estate Planning
- Financial Management
- Asset Management
- Plus more to match your specific requests
Delivery Options include:
- Lunch & Learn: A one-hour seminar delivered over the lunch hour.
- Comprehensive Seminars: 6 one-hour sessions delivered in two separate, three-3 hour evenings. Employees are encouraged to invite their partners to these seminars.
- Customized Seminars: We are happy to discuss other delivery options that work best for your needs.
Contact us to schedule your company’s financial education seminar and discuss your preferred delivery option today!
Trust our independent financial advisors to provide the guidance, expertise, and retirement planning advice to identify a plan that perfectly fits the needs of your company and employees.
The independent financial advisors at our financial planning firm are business owners just like you! They understand the many challenges employers face and can provide individualized financial solutions for your business and employees. Find a financial advisor to work with you to optimize your business’s financial planning needs and guide you towards achieving your goals.
Your business is an extension of your personal dreams and goals. This makes working with an investment advisor more important than ever. Together, you will identify how your personal and professional financial objectives overlap to develop an individualized plan. With continuous personalized support, a financial planning advisor will execute a tailored growth strategy for the success of your business and the achievement of your personal financial goals.
It’s recommended that succession planning for a business start 15 years before the retirement of the owner, but why not start at the beginning? The most common reason business successions fail is a lack of thorough financial planning. Even if you are still years from retirement planning, contact us today to find an independent financial advisor to make the transition of your business’s ownership smooth and effective.
FIND AN ADVISOR
Find a financial advisor who matches your style and understands your goals. With over 100 independent financial planners specializing in different practices, our team is ready to work with you! Contact us today to connect with an experienced advisor from our growing network.
