How prepared are you for the future? As you continue to build, protect, and enhance the financial well-being of your business, what day-to-day challenges do you face?
You might have long term challenges:
- How will I continue to recruit and retain key employees?
- Will my key employees be able to save enough money for retirement with the current benefits we have in place?
- What if a key employee becomes too sick or hurt to work?
And, if you’re a closely held business, you might also be thinking:
- What’s the value of my business? Is there a market for it?
- Do the plans in place allow me to transfer my business to the right person at the right time for the right amount?
- Could my business survive without me or my employees?
At American Heritage Financial, we help create an Advisor Team comprised of trusted professionals (CPA, attorneys, financial advisors, etc) to create innovative solutions to address multiple ways to protect your business, protect your employees, and protect your lifestyle.