As a business owner in today’s day and age, it’s hard enough to keep up with your personal life on top of the requirements from your business. On top of all that, combine the management of a workforce while balancing your own goals and ambitions. At J. Cook Financial, I help business owners build a solid financial future in addition to offering their employees more reasons to stay. From insurance to key employee benefit packages to retirement savings plans, the services I offer my business owner clients blends right in with their personal planning to keep their financial future firing on as many cylinders as possible.
Whether you have a small practice or a booming business, I look to make your planning process a cool experience not only for you, but also for your employees. I understand that balancing your employees’ interests with your interests and the needs of the business is the path toward greater efficiency, regardless of the type of business you may have.
Here are some of the business-specific tools I utilize to do that…
- Business Owner Growth & Exit Planning
- Retirement Savings Plans
- Employee Retention Programs
- Protective Solutions for Business Continuity
- Employee Benefit Options
- Key Employee Bonus Packages
- Estate Planning for Business Owners