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Happy Business Consulting

Together is better

Business owners' financial affairs are more complex.  They accumulate wealth both personally and in their business.  Our integrated process incorporates one's personal strategies with assets and income of their operating/holding company(ies).

While many business owners recognize the importance planning, they are often too busy growing their businesses and, as a result, miss potential planning opportunities. We can help address common questions such as:

How much and what type of income should I be withdrawing from my company?

What are the tax and other implications to my business if I were to die tomorrow?

Do I have enough life insurance? Should my business own life insurance?

Does my will deal properly with my business?

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