Anyone who owns a business is a special breed. We know that long hours and brief holidays are part of your life. I have never met a business owner who does not work hard. Being profitable, saving money, paying your taxes, contributing to your retirement and just getting paid every month is a challenge to every business owner.
Von Adelung Wealth Management understands your needs and will help you with all your goals. We are here to cover all the bases so you can put your full attention on expanding and growing your business. Through a personal financial plan we will cover all these specific areas:
Cash flow, assets and liabilities, debt reduction, net worth, income taxes (personal and business), Correct Corporate Entity for your business, Emergency Fund, Retirement Plan and asset allocation, Life Insurance, Disability Insurance, Business Continuation Insurance, Key Man Insurance, Buy/Sell insurance for Partnerships, Estate Planning (Wills and Trusts), Business Succession Planning.
Von Adelung Wealth Management has the knowledge and experience to help business owners make their dreams a reality. Please contact us for a free consultation and yes we do have references.
WANT TO KNOW MORE?
We will call you and answer any questions, just fill out the form below.