Financial planning is as important for your business as it is in your own personal life. This includes routinely reviewing your business’ financial plan and making changes to ensure your projections are accurate and realistic while still aiming to help your business continue to grow and sustain itself.

Our financial services are available for any size business and incorporates the following areas:

1) Business Valuation

2) Strategic Tax Planning

3) Employee Benefits & Compensation

4) Retirement Planning

5) Business Succession & Continuation

Time Management and Organization
Our advisors will help you devise a business financial plan that incorporates the unique needs of your business while:
  • Helping you attract more business, encouraging company growth.

  • Ensuring a financial plan is set to keep your business – your legacy – continues strong with a well-planned business succession strategy.

  • Strengthening bonds with vendors and suppliers by confirming your ability to provide continuous service.

  • Minimizing your business risks through appropriately planning for all scenarios.

  • Helping you attract and recruit top talent with competitive benefits.

  • Reviewing business continuation needs in times of disaster, such as appropriate insurance coverages for key personnel, property damage protections, and business liability.

  • Safeguarding investments made by yourself and/or partners.

In addition, the financial advisors at 3 Leaf Financial can work alongside your in-house financial team or department to provide a fresh set of eyes to determine areas of need and help to create and set an improved financial plan in motion in order to fulfill current financial and future financial needs. We can also assist you in creating or growing your team to maximize your financial planning and growth.

For a current review of your company’s financial standing and advanced professional financial planning and advice, contact the leading financial advisors from 3 Leaf Financial.