Specialized Financial Planning Services
At Business Planning Associates SE, we offer expert advice on retirement planning, executive benefits, estate planning, and business planning. Our team of professionals will design a specialized benefits package that will give you a competitive advantage.
The Planning Process
Our team uses the following steps when working with clients.
Learn about your business and what matters most, then help clarify and prioritize your goals and needs.
Evaluate the various options that would accomplish your business and estate planning goals.
Work with you, your advisors, and experts to develop a plan designed to help you achieve your vision for the future.
Coordinate business and estate planning strategies, review plan documents, and recommend appropriate, cost-effective solutions customized to meet the needs of the business.
Systematic Review & Plan Service
Follow up systematically to make certain your plan remains current and is updated as circumstances or objectives change.
How Can We Help
Our approach to retirement planning is designed to help you get to and through retirement with a higher level of financial confidence, so you can relax knowing that you have a road map to achieve your goals.
You will want to start by considering how much to save for retirement and where to keep it. By accumulating as much as you can as soon as you can, you can put time
on your sidetime to plan, time to consider the ups and downs of the market, and time to let your money grow.
Learn more about saving for retirement on website, or download our white paper “Retirement Saving: 5 Key Insights You Need to Know.”
And then, as you zero in on retirement, you’ll need a different set of strategies to manage risk and make your money last through retirement.
Learn more about turning your money into a steady stream of retirement income in our two-minute video ‘Getting to and Through Retirement’, or on the website, you can learn about strategies to optimize your retirement income as you approach retirement.
Most people associate the phrase "estate planning" with having a will, a legal document that names your beneficiaries and spells out who gets what when you die. And while the transfer of your assets is an integral part of estate planning, a will or a trust is just one aspect of the broader estate-planning strategy to ensure your wishes are known, honored, and carried out as efficiently as possible when you're no longer able to articulate them.
We work with a team of estate-planning experts. Together, we can help you develop an estate planning strategy.
In addition to the expertise our team can offer, you will want to work with an estate-planning attorney to establish.
Business Continuity, Succession and Exit Planning
Whether you are thinking about launching a new business or planning to expand an existing one, our team can help you create, grow, and protect your business' value.
We will work with you to develop a personalized financial plan with solutions designed to meet the unique needs of your business.
Transition your business smoothly with a properly designed and funded business succession plan.