Business Planning Services
It’s time to re-think what a financial professional can do for your business.
For too long, the financial services industry has fallen short when serving business owners, like you. From pitching insurance products and retirement strategies to persuading you to hand over your hard-earned profits to invest in the stock market, there has been no shortage in the sales methods brought to the table.
We get it - the last thing you want is another vendor. This is why at Cornerstone Wealth, we consider ourselves a true partner. Our passion for helping you grow your revenue, reduce your expenses and optimize your tax situation is endless. You’re looking for someone to serve as a financial “thinking partner,” and we’re here to help you maximize every dollar that flows through your company.
Here Are a Few Ways We Help:
Organize and Track Your Finances. We create systems to help our clients track and analyze assets, liabilities, income, and expenses. You’ll know exactly what to expect at all times, so you can make quick decisions with confidence.
Tax Reduction Strategies. We’ll get to know your business inside and out to identify opportunities to reduce your tax bill. Our goal is to make sure you’re not leaving money on the table, so you can be free of that “fear of missing out” feeling.
Next Dollar Planning. Having a great quarter means having to decide where to place the extra cash back into the business, home projects, college, or real estate? We will help you decide how to allocate that money, so you can maximize it’s impact on you, your family, and your business.
Vendor Vetting. As a business owner, you are constantly being pitched products and services. As your “financial thinking partner,” we’ll run interference for you by vetting potential service providers, so you can focus on your business and be prudent with your profits.
Financial Advisor “Normalcies”. Insurance selections, retirement plan set up, employee benefits, investment accounts, wills/trusts, etc. We have helped hundreds of businesses successfully implement these various financial elements. And, if you already have an investment or insurance professional, we’ll act as a second set of eyes to keep them honest. If not, we can include these types of services in our engagements, so that all of your boxes are checked.
Discover How We've Helped Businesses Just Like Yours