Business Services

Business Services: Preparing Your Business for What Comes Next

What is your plan for the future of your business as you retire? Will you pass it on? Will you close the business and use its assets as part of your funds for retirement? What is happening in the meantime? Do you need help establishing a profit-sharing plan?

As a business owner, there are many questions and options to consider as you craft your financial plan and map out a future for yourself and your family. You may feel as if you have to decide on the next steps for your business alone, but you have help. Sloan Financial Solutions LLC works with business owners to develop financial plans regarding their businesses and how their businesses will impact retirement.

Reach out to us today at (952) 432-8000 or (715) 418-2044 to schedule a meeting and determine what is next for your business.

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What We Do for Businesses

We offer customized solutions to meet a variety of needs encountered by business owners every day. Whether you are planning to have someone take over the business after you retire or you want to draw on the business's value for your future in retirement, we can assist you. We can also help you to establish plans to address any immediate business needs.

401K Services
Small Business Retirement Plans
Deferred Compensation Plans
Profit-Sharing Plans
Business Succession/Business Transition Plans

Get Started Today

The sooner you begin to lay out a plan for the business, the sooner your steps to a great retirement become actionable. Let's work to position your business today so that you can have peace of mind and relaxation in the future. A successful business plan starts with a consultation at Sloan Financial Solutions LLC. Our firm will discuss your goals with you, and after we learn more about you, provide you with tools and advice to reach those goals.

Call (952) 432-8000 or (715) 418-2044 to schedule your first consultation.