BUSINESS OWNER STRATEGIES

WHAT ARE BUSINESS OWNER STRATEGIES?

Small Businesses are the backbone of America’s economy, and running one presents several challenges you may not know even exist and can blind side you. We work with your unique business model and analyze what financial challenges we can solve with our solutions. From Installing a 401k, Executive Benefits for key employees, and even business succession / exit strategies and everything in between we can help you protect what you’ve worked so hard to build. What goals do you want to accomplish for your business?

Small Businesses are the backbone of America’s economy, and running one presents several challenges you may not know even exist and can blind side you. We work with your unique business model and analyze what financial challenges we can solve with our solutions. From Installing a 401k, Executive Benefits for key employees, and even business succession / exit strategies and everything in between we can help you protect what you’ve worked so hard to build. What goals do you want to accomplish for your business?  

-Services

-401k Installation

-Executive Benefits : Premium Finance

-Buy- Sell Agreement – Business succession

- Key person insurance

-Employee benefits

-Company Health insurance

-Pension Planning

-Defined Benefit

-Asset protection

-Tax Strategies & Deductions

-Wealth Accumulation

39%

OF SMALL BUSINESS OWNERS HAVE NO RETIREMENT PLAN

60%

OF SMALL BUSINESS OWNERS WANT TO PROVIDE BENEFITS FOR THEIR EMPLOYEES BUT DON'T KNOW HOW

72%

OF SMALL BUSINESS OWNERS DON'T HAVE A SUCCESSION PLAN

PLANNING IS SIMPLE

SCHEDULE A FREE CONSULTATION TO ANALYZE YOUR UNIQUE SITUATION

STRATEGIES ARE CUSTOM FIT TO YOUR BUSINESS'S NEEDS

TAKE ACTION & IMPLEMENT

MICHAEL, AGE 40 – PALOS VERDES, CA

MEET MICHAEL, AGE 40

I’ve owned my construction company for over 10 years which felt like they flew by. GoldLine Financial helped me organize my finances and design solutions for things that were keeping up at night like finding ways to pay less taxes, employee benefits to keep my top team members happy, and a true financial plan to enjoy my upcoming retirement years. I feel like a weight has been lifted on my back now that I have a real plan and direction moving forward.