Business Ownership & Succession Planning
HELP Protect and Grow Your Business.
As a business owner, your passion, your life’s work, and often a large percentage of your assets are tied up in your business.
We understand the risks and emotions involved, and you can rely on our experience to support you on your journey. As holistic planners, we will review every aspect of your financial situation and work with your full team of advisors to consider tax consequences, legal implications, and asset distributions to develop a financial plan that will coordinate with your business plan and goals.
Bring your vision to life.
Our knowledgeable team:
Specializes in helping owners of private companies plan for the future, including succession and exit planning.
Creates interim plans to facilitate immediate decision making, while providing flexibility over time, as variables and players change.
Assists owners in evaluating and maintaining employee benefits programs, such as qualified retirement plans and insurance (including medical, dental, life, long-term disability, and long-term care insurance).
Works with you to develop plans to recruit, retain, and reward key talent.
A confident financial future.
Schedule a short conversation with one of our advisors to discuss your needs and pursue your goals.
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This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV, AK, AR, HI, IA, ID, KS, KY, LA, MN, MO, MS, MT, ND, NM, NV, OK, PR, RI, SD, UT, VT, WA, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Heritage Financial Consultants
307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033 F: 410-785-0044
Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Not all registered representatives with our firm are able to offer advisory services.
Committed to your success.
CRN-6989278-090524
© Heritage Financial Consultants, LLC
