Let’s see if we are a good fit for each other. Here are three ways we can get started:
1. You are welcome to pick up the phone and call Noah anytime.
Below are the seven areas that are usually the way we get started working with a client. Click on any of the items below for more information.
The Golden Handcuff Plan™ – How to lock in your key employees with a vested bonus arrangement.
The Continuity Solution™ – A plan for the continuity of operations and ownership, should something bad happen to you.
The Key Employee Opportunity™ – A plan that gives your key employee(s) an opportunity to buy some or all of the business from you.
The Quarterback Coach™ – Our process for advising you in the sale of your business to an outside third party.
The Essential Plan™ – A special approach to estate planning where a concentration of net worth is in a closely held or family business.
The Prudent Policy Review™– A review of existing life insurance with recommendations on how to maximize its value to your overall financial plan.
The Be Sure Assessment™ – Prioritized goals and objectives, issues you might want to address, and recommended action steps. A full summary of where you are with your personal finances and the plan for your business.