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Businesses - Services

Successful small businesses link their financial planning strategies with the planning goals of their owners and key executives.  Two critical challenges include offering effective benefits– both within and outside the ownership group – and providing for a smooth succession by funding buy-sell agreements.  The mission of these strategies is to help ensure that business owners and executives are able to pass along the maximum level of assets to their heirs at the least tax cost.

We help business owners consider and address these critical areas:

  • Business Succession
  • Business Continuation
  • Retirement Plan Benefits
  • Risk Management
  • Personal Planning

As the financial circumstances affecting you and your business evolve, WMA Colorado lends support to you along the way.