For Business Owners
- A CFP® CKA® Partner to support, encourage, educate, and help you gain confidence in all financial decision making
- Regular communication to monitor status
- Proactive follow up and timely problem resolution from friendly and knowledgeable support staff
- A cloud-based, 24-7 accessible and secure place to store and display comprehensive financial information for clarity
- Holistic review of Values, Goals, and Objectives
- Risk tolerance analysis
- Comprehensive Financial Planning update, account aggregation, document vaulting, display, and monitor
- Estate Planning Support
- Business succession and continuity planning review / solutions
- Coordination with valuation services
- Key employee compensation and protection review / strategies
- Buy/Sell review / solutions
- Retirement Plan Analysis, tracking, and maintenance
- Gifting Strategies
- Restricted / concentrated stocks / options review / strategies
- Mortgage review, analysis, and education
- Tailored Investment Management that supports your Values, Goals, and Objectives
- Market and economic updates, newsletter, timely information
- Quarterly videos of our Viewpoint YouTube Channel
- Referrals to tax, legal, mortgage, and other professionals as required