Specialized Business Financial Planning

Sterk Financial Services, Inc. - Specialized Business Financial Planning

Business Owners Focus

Sterk Financial Services will assit you in developing a sound strategy for the ongoing management of your company and our professional advisors will help you create a Comprehensive Business Profile to assit you in planning for the future.  All planning provided by Sterk Financial Services is approached with the most beneficial tax avoidance strategies in mind.

  • Employee Benefits Analysis
    • Retirement Plans
    • Health and Dental Insurance
    • Life Insurance
    • Short and Long Term Disability Plans
    • Long Term Care Plans
    • Voluntary Benefit Programs

 

  • Key Employee 4-R Program
    • Recruit
    • Retain
    • Reward
    • Retire your employees

 

  • Business Succession Program
    • Business Valuation
    • Pre and Post Death Planning
    • Buy/Sell Agreement Structuring & Funding
    • Key-Man/Woman Insurance
    • Cross Purchase Agreements
    • Business Overhead Protection

Financial Fundamentals Program

As an employer, have you been looking for ways to offer more than just a "job and a paycheck" to your employees?  To provide that something extra you know will be of benefit to each employee as they strive for financial success?

Sterk Financial Services has developed a network of strategic alliances that will benefit both employers and employees, by offering sound legal, tax, and financial help.

Our unique Financial Fundamentals program is a strategy that brings resources together, ready to assist in providing answers through sensible financial management and planning.  The network includes attorneys, CPAs and financial professionals, all highly respected in their fields of expertise.

Legal - Our network includes attorney that can assist employees with a number of different legal matters, including:

  • creating a simple will, power of attorney and a health care directive
  • a variety of other types of trust work and estate planning

Tax - Our network CPAs will assist your employees with a number of tax related issues that include:

  • designing a strategy to help reduce tax liabilities
  • reviewing the past two years tax returns for additional tax savings
  • adjusting withholding for maximum tax relief

Financial - The network financial professionals are ready to help your employees create a sound plan for financial independence, including:

  • reviewing current and future insurance needs
  • planning for children's higher education
  • retirement planning
  • estate planning
  • Cash Flow & Budgeting as needed

 

Financial Fundamentals will benefit you, the employer, by:

  • demonstrating a concern for each employee
  • enhancing your benefits package at minimal, tax-deductible cost
  • having our financial professionals point out the strengths of your current benefits package
  • reducing the probability of employee financial crisis
  • strengthening employee goodwill and retention

Financial Fundamentals will benefit your employees, by:

  • providing a comprehensive financial plan that covers insurance, education, cash flow, and retirement
  • tax relief advice from CPAs
  • estate planning and simple will preparation with attorneys