Small Business Planning | Legacy Financial Partners

What We Do

The best thing that can be done to be prepared for any challenge is to have a plan. Our experts will formulate one that works in the best interest of growth while allowing some breathing room for any unforeseen circumstances. This includes, but is not limited to:

Examining loans and cash flow
Exploring the effectiveness of partnerships
Tax management
Company retirement plans

The Benefits of Small Business Planning

Small business financial planning has many useful advantages, especially when turning to a professional. Some of these benefits include:

Keeping risks to a minimum
Being prepared for the unexpected
Reducing costs and taxes

Mistakes That Can Be Avoided

Taking the step into business ownership brings many opportunities for mistakes, but examples such as these can easily be avoided with expert assistance and experience.

Not separating personal and business accounts
Not having plans for taxes or retirement
Inefficient bookkeeping
Being without a clear budget

Need Assistance for Your Small Business Planning

There is no need to tackle financial planning on your own. When you come to the professionals at Legacy Financial Partners, we will use our extensive knowledge and years of experience to form a plan that is unique to your current situation and future goals. Please contact us today to schedule a meeting.

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Think you’re ready to take the next step?

If you’d like to hear more information about any of our products or services, schedule a meeting today or register to attend a seminar.

Schedule a Meeting

Or give us a call at 561.467.4100

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities and advisory services offered through Madison Avenue Securities, LLC. Member FINRA/SIPC, a Registered Investment Adviser. . Insurance services offered through Legacy Advisors Inc.
Legacy Financial Partners, LLC and its subsidiaries are not affiliated with Madison Avenue Securities, LLC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by the insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.