Business Owner Strategies Report

At Stifel, we understand the complexities of running a business and the importance of continually reviewing and assessing your company's needs and objectives.  It is vital for you to carefully assess and periodically review your plans for retirement, business insurance, executive benefits, and business exit strategies to make sure you are on track for pursuing your financial goals.  It is also important to stay focused on your personal finances during this critical time.  This may include cash management, education funding, your personal retirement, issues surrounding estate planning, and much more.  Established in 1890, Stifel has more than a century of experience in working with successful business owners.

At Stifel, we can work with you to evaluate your situation in order to offer guidance and make appropriate recommendations for safeguarding the financial goals of your business.

We can help provide you with ideas to help you pursue your financial goals in the following areas:
  1. Qualified retirement plans (401(k) plans and educational offerings, Profit Sharing, etc.)
  2. Business insurance for owners and key employees
  3. Executive Compensation for owners and key employees
  4. Succession planning strategies for owners
  5. Personal insurance issues for business owners 

We can also offer you and your key employees the opportunity to review your personal investment asset allocation, retirement, education, and estate planning issues through the Stifel Wealth Strategist Report® and Asset Allocation Analysis Report.

If you would like an evaluation done of your business in regards to areas mentioned above, please call me at (888) 345-5699 extension 6936 or e-mail me at ryan.campbell@stifel.com.  For a review of your personal finances request a Wealth Strategist Questionnaire. 

 

Asset allocation does not ensure a profit or protect against loss.