Your Business is a Dream Worth Protecting
Your business most likely started with a dream, and it’s a dream worth protecting. But running the business and ensuring you are protected can be overwhelming. When it eventually comes time to pass the business on, it can be complex, emotional situations. Having financial measures in place can give you confidence and peace of mind.
Buy/Sell Agreements
Buy/Sell Agreements are a succession planning tool that keeps a company running “business as usual” in the event of an owner’s death, disability, or retirement.
Key Person Protection
Help cover financial losses in the event of a key business contributor’s death.
Recruit, Reward, Retain Top Talent
With increasing competition for talent, how can companies attract the right employees to their businesses? This is a challenge employers continue to face and with talent being the biggest key to employers’ success, having a clear strategy to recruit, reward and retain your employees is critical.
Estate Equalization
You won’t be in business forever, nor will you live forever. Estate planning is an important part of your overall financial approach and is especially crucial if you are a successful business owner. Estate Equalization is a strategy that assures the children will receive equal amounts of assets in a parents estate planning even is one is the sole beneficiary of the business. This strategy can sidestep some problems with distribution and family dynamics.
TESTIMONIALS
Here’s what our client family has to say about the role Key Planning Partners has played in their lives.
Marie presented a very informative workshop that will help our family address an immediate crisis we are dealing with in regards to our Mother’s care needs.
- B.F.
Tampa
When my family was at their lowest and struggling to cope with my recent diagnosis, KPP provided local support and found creative options to help pay for care so I didn’t have to deplete my retirement. It allowed my children to focus on their futures rather than how to pay for care. I had been to several financial advisors trying to find a better solution so I was hesitant to have another disappointing meeting. I am so glad I tried one more time because it has made all the difference for me and my family.
- H.K.
Ruskin
Having to manage the care needs of our parents, Marie was able to provide us a unique tax efficient planning solution that will help our children avoid this burden.
- D.M.
Tampa
KPP truly cares about finding the best solutions for their clients. It is not a sales or product push like I have been to in the past. In our case, they were able to help us understand how to qualify for certain government benefits and not one sale was made. I am so grateful for KPP and what they are doing to help those dealing with the high cost of long term care.
- J.L.
Temple Terrace
KPP helped my husband and I put together a plan that we could afford to cover long term care costs should we need care in the future. This will allow us to stay home for care and not go through our savings to do so. It also alleviated our fear of becoming a burden on our children. AND if we don’t end up needing care, then there is a death benefit that goes tax free to our children. It was a win, win, win across the board. I couldn’t recommend them any higher.
- M.H.
Lakewood Ranch
*These testimonials may not be representative of the experience of other financial professionals and is no guarantee of future success. These testimonials were not paid for.