Business Financial Planning

Do you ever feel like business advice often comes in a one-size-fits-all package? We know every business is different, so we start by getting to know your business and you, first. Whether you’re looking to protect what you’ve built, retain top talent, or recruit new employees, we’ve got you covered.

 After all, it’s more than just a business. For you, it’s personal. That’s why we go beyond the basics to create a personalized plan that covers what matters most to you and your team. Here are just a few of the ways we can help.

Business Strategies

Financial strategy and business planning are an important part of running your business successfully. We’ll take time to understand your business goals and needs and develop solutions that work for your unique operation. Our business strategy services include:

  • Business owner strategies
  • Business transfer strategies
  • Key person protection
  • Business protection
  • Disability income protection
  • Legacy and estate planning

Employee Benefits

Employee benefits are a key component of recruitment, retention, and employee satisfaction. We can help you make sure your employees are taken care of with group benefits options and retirement plans.

Navigating retirement planning options can be challenging and exciting, so we work closely with you to offer the defined contribution plan services to fit your business, including:

  • 401(k), 403(b), 401(a), ESOP, KSOP, and other retirement plan types
  • Plans tailored to for-profit, tax-exempt, governmental, and union organizations
  • Full-service or third-party administrator (TPA) service arrangements
  • Flexible integration with payroll providers
  • Administrative services that limit your involvement in participant transactions
  • Personalized participant education and engagement

    Business Strategies

    Financial strategy and business planning are an important part of running your business successfully. We’ll take time to understand your business goals and needs and develop solutions that work for your unique operation. Our business strategy services include:

    • Business owner strategies
    • Business transfer strategies
    • Key person protection
    • Business protection
    • Disability income protection
    • Legacy and estate planning

    Employee Benefits

    Employee benefits are a key component of recruitment, retention, and employee satisfaction. We can help you make sure your employees are taken care of with group benefits options and retirement plans.

    Navigating retirement planning options can be challenging and exciting, so we work closely with you to offer the defined contribution plan services to fit your business, including:

    • 401(k), 403(b), 401(a), ESOP, KSOP, and other retirement plan types
    • Plans tailored to for-profit, tax-exempt, governmental, and union organizations
    • Full-service or third-party administrator (TPA) service arrangements
    • Flexible integration with payroll providers
    • Administrative services that limit your involvement in participant transactions
    • Personalized participant education and engagement

    Your Partner in Business Strategy: Schuster Anderson

    You won’t get cookie-cutter business strategies when you work with us. Our team offers customized plans, tailored to fit your business needs. Reach out today to get started.

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    Schuster Anderson