Business Owners
Maximize profits and minimize stress for the long run
Let’s face it, the long hours of day to day operations dominate your calendar, and you could probably use a hand with the business of running a business.
As a small business owner herself, Anjali knows first hand the many challenges her fellow business owners face. As a financial advisor that specializes in the needs of business owners, FIT Advisors can help you with:
- New business startup process
- Optimal legal structure for your business – LLC, C-corporation, S Corporation election, sole proprietor, or other
- Planning around the best retirement plan for your business to maximize owner contributions for long term retirement
- Insurance needs – liability, Key Person Policy, disability, cross purchase agreements and others
- Helping analyze debt options for expansion
- Cash flow planning for uneven or cyclical revenue cycles
- Streamlined collaboration with your other professional service providers – attorneys, business consultants, CPAs and more
Making the financial planning process simpler for you
Making the financial planning process simpler for you
Schedule Your Consultation
Ready to start saving time and money with the best financial plan for you? Schedule a consultation with FIT Advisors now, and let us help you simplify. No matter where you’re located, we can work with you. Just click below to get started.