You have worked hard and are committed as a successful business owner. Without a doubt there have been challenges that have been overcome and milestones that have been celebrated. Your business may be in a growth phase, maturing phase, or you may be looking to exit. It may be your retirement nest egg or a step in the direction of a new business venture. You may need to start a retirement plan for your employees or perhaps you just want to evaluate your key employee insurance.
Finding an advisor, a partner, with the understanding when it comes to getting the financial advice and strategic solutions necessary for your business is important. At SJF Investment Management we are independent financial advisors and entrepreneurs ourselves, we understand the challenges business owners often face and have helped many new, growing and mature businesses succeed. We will work with you as your partner in your success, we’ll take the time to understand your goals and help you address a wide variety of needs, including asset preservation, cash management, retirement planning, insurance, financing and succession planning.
Business Planning includes coverage in key areas of your business:
Cash Management analysis
Retirement Plan analysis
Succession Planning & Divestiture options