Business Owners

Oh, the joys of owning your own business!!! Right!?!?

Things like deadlines and taxes and wearing all the hats....employees that aren't what you thought. It's not easy running your own business and we appreciate that here at 4th Quarter Financial Coach because we own our own business too. We also know that there are a world of concerns that you may have when it comes to the financial picture of your business and how it relates to you personally.

So "what's your Game Plan" for retirement? For your business? Do you have a will and medical directives in place? What happens if you're not there to run the business? Who takes over? If it's a partnership, do you have a buy-sell agreement in place? Better yet, have you funded it? Do you have a retirement plan in place for you and your employees? Are you getting the service you deserve? What about life insurance? Again, "what's your Game Plan?"

We believe most busy entrepreneurs can use a "financial coach" as a "point person" for the many aspects of your business and financial lives.

Areas to consider:

Retirement Plans (401k plans)
Buy-Sell Agreements (Succession Planning)
Tax Planning
Life Insurance Protection
Long Term Care Planning
Disability or Incapacity Protection
Wealth Transfer

Aggregation:

Perhaps one of the big challenges in our lives is simply finding our "stuff". Financial "stuff" tends to be in many places. What if you could have all your financial "stuff" in one place? We can help you by consolidating assets in one place including your insurance policies, brokerage accounts, mutual funds accounts here. Not only that, but we have an online aggregation tool (Client Center) that lets you see in one portal ALL of your assets and liabilities in one place. This tool is exclusively for our clients and may be one of the most valuable things we offer.

Other Resources:

In addition to the things listed above, we proactively look for ways to help you become more successful. This means we are always looking for resources to help you grow your business as well as your assets. You'll find some valuable links on our Links for Busy People page. Here are a few more:

Accounting: Elizabeth Whitworth, or John Brandvein
Business Lawyers: Aegis
Database Marketing: The Database Diva
Website Development: SkyDev Technologies
Virtual CFO Services: Furtwengler & Associates
Lead Development Services: Business Research Bureau
Graphic Design:Creatives on Call
Product Photography: Imaginagrapher
Getting Organized: On Point Solutions
Books:
The Emyth Revisited by Michael Gerber
The World is Flat by Thomas L. Friedman
Getting Everything You Can Out of All You've Got by Jay Abraham
Seven Steps to Becoming INVALUABLE by Dale Furtwengler (a CD)
Permission Marketing: Turning Strangers into Friends and Friends into Customers by Seth Godin

If you want a "financial coach" and need help with improving your "gameplan", contact us today at (636) 458-8050 or email us at info@4thqcoach.com.

Please note: This page is a service provided by 4^th Quarter Financial Coach as a convenience to our users. The hyperlinks on our website contain information created and maintained by other organizations. Please note that 4^th Quarter Financial Coach/GunnAllen Financial does not control, cannot guarantee, and is not responsible for the accuracy, the timeliness, or even the availability of the outside information. Some hyperlinks contain financial planning calculators and software products that may not be approved by FINRA.