Business Owners

Becoming a successful entrepreneur has become a large part of the American Dream. The old saying “No one plans to fail, but many fail to plan” is especially relevant to small to mid-size business owners. We believe that having a financial plan that addresses financial needs and products for every stage of your business life cycle and that takes into account your personal financial goals and dreams. At H& H Financial we collaborate with professionals with specialized knowledge and expertise, such as CPAs*, attorneys*, insurance professionals, and others to help you create and preserve your personal wealth.

We will work with you to help you determine:

  • A qualified plan strategy to help maximize employer share of benefits
  • Planning for business succession (i.e. exit strategy)
  • Does deferred compensation make sense for your business?
  • What role does insurance play for you and your business?
  • Investment planning during working years and beyond
  • Retirement income strategies to help protect you from outliving your money
  • Estate planning and asset protection
  • Insurance planning to help protect your income/assets from dying too soon or living too long
  • How to retain and reward your best employees
  • How to leave a legacy to family and charities

Establishing and adhering to a financial plan now can help keep your business thriving and ensure you have enough to retire, effectively pass on assets to heirs, and meet your charitable goals. Let H & H Financial be your trusted business financial advisors. Please contact us for a complementary consultation to evaluate your current financial situation and create a roadmap to help you reach your goals and achieve peace of mind.

*Neither H&H Financial Group or its staff nor NYLIFE Securities LLC or its affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

Calculators