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Corporate Financial Planning

Often, traditional business planning merely scratches the surface, focusing on a handful of corporate needs or the personal needs of the owners/executives – but rarely both. And that can be problematic when a significant portion of your personal and family wealth is tied to your business or private corporation. At Fisher & Wiens Wealth Management, we develop customized strategies that address the needs of both the company and its owners/executives. 

Consultative team-based approach

Through our consultative, team-based approach to business planning, we bring the resources and experience you require to help optimize cash flow and facilitate retirement planning, succession planning and more. By conducting a thorough business risk analysis, we can point out any gaps in important employee benefits or insurance coverages, and areas that may benefit from more cost effective strategies.

We help you plan for and overcome challenges in these and other areas of business planning:

Business Planning Services

  • Buy-Sell Agreements
  • Shareholder Agreements
  • Retained Earning Investments
  • Owner Buyout to Employees (ESOP)
  • Succession Planning (Exit Planning)

Corporate Benefit Plans

  • 401(k) Retirement Plans
  • Defined Benefit Retirement Plans
  • Medical Plans
  • Dental Insurance
  • Long Term Disability Insurance
  • Group Life Insurance
  • Executive Plans:
      Deferred Compensation Plans
      Key Man Insurance Policies Insurance Bonus Plans
      Executive Only Long-Term Care Plans



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The Facts About Income Tax

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