if I currently own a business?
Many business owners frequently don't centre their attention on long-term planning and often forget about this when running their company on a daily basis.
At A.T. Financial, our trained professionals are able to provide help to business owners to manage their wealth and maximize their growth. We also provide employee benefit plans, group insurance, tax and estate planning, and compensation plans for key individuals of your company.
We have effective strategies to release retained earnings for your retirement in a tax efficient manner and help you defer your taxes. Our team will help provide you with the right approaches to arrange a buy sell agreement for your company, family wealth equalization, business succession, and key man insurance.