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Business Planning

Client Centered

Small Business Planning

Creating a business from the ground up is no small task. There are many steps, stresses and obstacles that you must overcome to create your dream start-up. Here at TMG Wealth Advisors we strongly believe managing and worrying about your company's financial situation shouldn't be one of those.

Devising a Business Financial Plan

As a Business Planning Client you will receive a detailed and personalized Financial Plan addressing both your business and personal finances, which include (among others):

  • Wealth Management
  • Asset Allocation
  • Business Retirement Planning (Owners/Employees)
  • Tax Reduction Strategies
  • Exit Strategies
  • Insurance/Risk Planning
  • Business Coaching
  • Business Valuations 
  • Implementation Strategies

As Business Financial Planners we will work with you and help guide you through the different stages of your business' growth.

Fees

The Initial Implementation Plan is a one-time fee of $1,500 that covers the expense of reviewing and analyzing your personal and business financial documents. The Advisory Fees are based on our Assets Under Management of your account and can vary depending on the amount.

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