As a business owner, you have a lot on your plate. Chances are, running your business takes up most of your time and effort. We can help you look and plan beyond your business to ensure you get the retirement you deserve.
How We Help:
Maximize the value of your company.
Minimize your tax liabilities.
Create a business retirement plan that suits your business and lifestyle goals.
Create an owner's financial plan that integrates with the business plan.
Analyze exit strategies with the goal of selling your business for the maximum amount.
Focus on the future of your business by evaluating long-term goals.
C. Todd Halterman, Kyle T. Blodgett, Ryan F. Sullivan, Landra Macy, Niles Gale, Registered Representatives and Investment Advisory Representatives of Centaurus Financial, Inc. Securities offered through Centaurus Financial, Inc., Member FINRAhttp://www.finra.org/ and SIPChttp://www.sipc.org/, a registered investment advisor. Pacific Crest Planning, Riskalyze and Centaurus Financial, Inc., are not affiliated. Supervisory Branch: 2300 E. Katella Ave., #200, Anaheim, CA 92806 | (714) 456-1790