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Business Planning

Guiding You …. And Your Business

As a business owner or professional, the majority of your net worth may be tied up in your business or practice. Your financial strategies require an additional level of careful planning to put you in the best position to succeed over the long term.

Client Centered

….. Is my business set up properly?

….. What is my exit strategy?

…...Am I selling the business?

…...Am I transferring the business to family members?

Whether it is assistance with employee/employer benefits or planning the continuation of your business, Building Blocks Financial Planning is a resource for your business planning and growth. We have worked with a range of businesses which gives us a unique insight into the kinds of concerns business owners and managers have. Business entity analysis, insurance tailored to business needs, and various retirement plans are just a few of the areas we explore with you as you plan the future of your business. We collaborate with tax professionals and attorneys to address advanced planning cases.

  • Corporate Succession Planning
  • Buy-Sell Plans Funding
  • Key Person Life Insurance 
  • Business Entity Analysis
  • Business Continuation
  • Retirement plans reviews and recommendations
  • Health Insurance, HSA, HRA
  • Employee Benefits

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