Businesses

Giving you the tools, insight, and support to help move your business forward.

CUSTOM SOLUTIONS HELPING TO PROVIDE YOU ANSWERS

Business Valuation
& Protection

Is your business an important part of your retirement plan? Would you like to be assured that its full value is protected? Knowing the Fair Market Value of your business can enable you to make the right decisions going forward.

Tax Management*

How is your relationship with your CPA? How do you pay yourself? How is your business structured? Do you take advantage of any credits?

Employee Retention
& Retirement

Do you have key employees whose
contributions are critical to your
business success? Would you like to have the assurance that they will stay with you long-term? Will the limits of your qualified plan allow you and your key employees to retire in style?

Succession Planning

Do you have a plan to transfer your business at the right time, for the right amount and to the right person? We can help you develop a written plan that allows you to run your business today and into the future, while leaving it behind with a secure retirement.

Estate Planning*

Do you have a plan that assures your assets, including your business, are distributed according to your wishes? We can help you develop a plan that is designed to help assure your family will be treated fairly and that distributes your assets the way you want.

*Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax, or accounting advice. Clients should confer with their qualified legal, tax, and accounting advisors as appropriate.

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific advice on legal and tax matters.

Neither Furlong Financial Solutions nor its representatives provide tax or legal advice or services. Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax, or accounting advice. Clients should confer with tehi qualiified legal, tax, and accounting advisors as appropriate. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Furlong Financial Solutions is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.