Broker Check

Small Business Planning


Business Consulting

Our Team has extensive personal and professional experience relating to businesses and the challenges that face those business owners and executives. Prosperity Wealth Advisors, Inc. brings a breadth of knowledge to the table in creating profit for small and large businesses and will be there for you every step of the way.

The 5 Common Mistakes that Businesses Make:

  1. I know what my business is worth
  2. I’m too busy running the company
  3. That will never happen to me
  4. There’s plenty of time for that
  5. My business is my retirement

As you see above, there are a wide range of mistakes that some business owners make when it comes to decision making. However, there are a variety of solutions for business owners that include the following strategies, planning methods and management decisions:

   Strategy

  • Income and Asset Management
  • Post Sales Investment Strategy
  • Retirement Planning and Goal Setting
  • Estate and Gift Tax Strategies

   Planning

  • Life Insurance and Investment Planning
  • Exit Strategy Planning
  • Strategic Planning for Long Term Goals
  • Executive Benefits Planning
  • Employee Benefits Planning

   Management

  • Debt Management
  • Balancing Risks and Rewards
  • Cash Flow Analysis and Spending Needs
  • Defined Benefit and Contribution Packages

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