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Business Financial Planning & Integrated Solutions
- 1. Business Financial Planning & Integrated Solutions Peter J. Creedon CFP®, ChFC, CLU Founder and CEO of Crystal Brook Advisors
- 2. Crystal Brook Advisors recognizes key financial issues do not always fit into business or personal categories, but can straddle both aspects of your life. We help you integrate them to achieve greater fulfillment of both business and personal goals.
- 3. Personal & Business Financial Planning Investment Planning Protection Planning Tax Planning Retirement Planning Estate Planning Executive Compensation Employee Benefit Personal Net Worth College Funding Investment Planning Value of Business Business Structure Transfer of Business WE MAKE FINANCIAL PLANNING CRYSTAL CLEAR
- 4. Six-Step Financial Process Adequate Protection Define business life cycle needs and personal goals Gather Information Set Objectives Develop Alternatives Select and Implement Solutions Tailored to Your Business Life Cycle Stage Monitor and Revise Your Plan WE MAKE FINANCIAL PLANNING CRYSTAL CLEAR
- 5. Professional Advisor Team Approach Crystal Brook Advisors will work with your accountant and lawyer to create a professional advisor team. This offers you the advantage of consistent and coordinated advice and guidance to help achieve your goals. Our approach offers you the benefit of consistent and coordinated advice and guidance. WE MAKE FINANCIAL PLANNING CRYSTAL CLEAR
- 6. We provide the information you need to make the right decisions and to take appropriate action. First we need to identity your company’s current position in the business life cycle and the issues you face.
- 7. The Business Life Cycle & The Key Issues Startup • Prepare business plan and select entity structure • Improve cash flow • Accumulate the finds for specific business needs • Implement a business transition/succession plan in the event of catastrophe or a change of business structure Growth • Protect investment in your business, protect against business risk • Manage business taxes • Implement employee retirement plans • Establish programs to attract and retain employees and key management Mature • Invest business cash reserves • Business valuation • Protect against impact of loss of key employee Exit • Retain business within the family or partnership or other business interests • Sell at desired price • Next venture WE MAKE FINANCIAL PLANNING CRYSTAL CLEAR
- 8. Integrated Personal & Biz Solution Managing Income & Assets Know your current net worth & value of your business Track current income and expenses Plan for emergencies Project future net worth, income and expenses Manage business assets and cash flow Protection Planning Protect ability to meet accumulation and education goals Replace earning power if disabled Meet potential long-term care costs Provide for dependents in cash of death Review or establish buy/sell agreement Investment Planning Review your investment portfolio and analyze asset allocation Accumulate money for education funding Save for a special purpose Manage debt Provide key employee compensation program Income Tax Planning Manage federal and state income taxes Project federal and state taxes Proactive tax management of your personal and business finances Review business structure Retirement Planning Help ensure adequate retirement income based on business assets Determine best retirement plan for business Manage pension distributions Provide for medical care costs Estate Planning Reduce or freeze estate settlement costs and inheritance taxation Retain or transfer ownership of personal and business assets Establish business transition plan WE MAKE FINANCIAL PLANNING CRYSTAL CLEAR
- 9. We will select one individual every week and give a complimentary personalized guideline from the Savvy Experts! Share Your Year-End Financial Goal With Us On Twitter! Contact us at for more info: info@crystalbrookadvisors.com
- 10. • Contact us at: info@crystalbrookadvisors.com • Schedule a free consultation: www.booknow.so/crystalbrookadvisors Crystal Brook Advisors will help you reach your financial goals with personalized service.