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Business Planning

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Balancing Work and Life on Your Terms

Entrepreneurs and business owners are thinking outside of the box about how to grow their businesses and wealth. There is a shift toward achieving a greater quality of life while managing a thriving business. We work with you on how to foster a Grow and Work Optional Lifestyle. A wealth advisor develops a well-constructed financial plan to support your specified objectives, so you reach your personal and professional goals with enough time for all the things that matter.

Your Customized Business Financial Plan

Creating a dynamic business plan is essential to get the type of life you desire. A financial advisor helps you identify business and personal needs and designs a plan to meet short-and long-range goals. We offer strategies consistent with your time horizon and risk tolerance level. These are ways we help you grow and preserve wealth, enjoy the lifestyle you choose, and leave a lasting legacy:

  • Cash flow analysis
  • Retirement strategies
  • Start-up, acquisition, succession, or exit planning
  • Cash management
  • Employee benefits planning
  • Insurance analysis
  • Intra-family and other types of business transfers

We focus on customized financial plans because each situation is unique, and you deserve a business plan that speaks to your priorities.

At Sequoia Wealth Advisors, we value you as our customer and listen to what you want out of business and life. Contact us to learn more about personalized business planning options.

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