Business Planning

…Custom Solutions for the Affluent

FSG specializes in business planning to transition the business at retirement and protect it from one of the biggest risks, losing a key employee.

Business Continuation Planning

Whether your business is going to be passed along to the next generation, or be sold to the highest bidder, a proper business plan takes time and planning. You might have spent your whole career building the business but, without a proper plan, you might pay higher taxes or sell for less than you thought.

We can also analyze the risks and reduce them with a buy/sell agreement and key man insurance. Additionally, this can be used to reward, retain, and recruit your executives.

Estate Planning

Life Insurance

Retirement Planning

Charitable Planning

Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. FSG is not affiliated with The Leaders Group, Inc. http://www.finra.org/ http://www.sipc.org/
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