Business Planning

Business planning focuses on wealth management issues specific to business owners and shareholders. Business decisions can impact not only the business itself, but may also influence the business owner’s overall financial well-being. Although you may be extremely capable of running your business, you may lack the knowledge of financial strategies and nuances that can help maximize the stability, continuity, and profitability of your practice.

Business planning and personal financial planning are often intertwined. We take a close look at both—examining operational issues, risk management, succession planning, and executive compensation. We also look at benefit packages, key employee insurance, and valuation.

Business planning is a critical component of wealth management, and a sophisticated plan for your business will be well-coordinated with your overall plans for taxation, investments, insurance, estate, and retirement.


Commonwealth Financial Network® and Cornerstone Financial Group do not provide valuation services, legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

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Fixed insurance products and services offered through Cornerstone Financial Group.