As a small business owner, are you confident that your financial plan corresponds with your unique financial needs?
As a small business owner and entrepreneur, you are already aware of the overwhelming amount of effort it takes to make your enterprise profitable. From the day-to-day issues that take up much of your time, to record keeping procedures that ensure your business is always in the black, today’s business owner has a lot to think about. In fact, many of the small business owners that I meet everyday have not taken the time to prepare a personal financial plan that suits their circumstances.
If this sounds familiar, I believe I can help. As a consultant with Investors Group, I spend a great deal of my time working with small business owners such as you. My specialty is helping create comprehensive financial plans that can both grow and protect wealth.
Over the years, I’ve found that while the needs of every business owner are unique, there are a number of issues that are common on which I can give advice. These issues typically include:
• Cash flow management – how to obtain maximum flexibility from your lending institution
• Tax management – strategies that can help you reduce or defer the amount of tax you pay
• Personal investments – why it is so important to diversify your personal wealth outside of your business
• Creditor protection – ways to protect your savings from creditors in the event that business fails
• Wealth insurance – insurance that can protect your family and business in case of disability and critical illness
• Succession planning — issues you’ll need to consider to ensure the successful transfer of your business
If you have not already taken the time to become informed about the strategies mentioned above, I invite you to contact my office to arrange a complimentary consultation. If you are currently too busy to meet during regular business hours, my schedule is flexible and we can arrange a time to meet at your convenience.
In the meantime, please enjoy my educational articles posted on SBCN website!
Sincerely,
Bil Ioannidis
Bil Ioannidis BA.CSA.
Your Financial Resource
Insurance products and services offered through I.G. Insurance Services Inc. Insurance license sponsored by The Great-West Life Assurance Company.
- Log in to post comments