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Phone: (512) 498-PLAN (7526)
info@planningworks.biz

Business Planning

Business owners seldom pay enough attention to estate planning — it’s difficult and confusing. They also tend to forget retirement benefits and overlook how life insurance policies can be treated as part of an overall estate. PlanningWork$ assists our clients in navigating exit transitions and strategies for their business. We help business clients make a financial game plan by:

  • Establishing owners’ objectives
  • Establishing business value
  • Building business value
  • Selling to a third party
  • Transferring to management or family
  • Developing a contingency plan for the business
  • Planning for family wealth preservation

Running a business is an enormous responsibility. Our clients’ financial well-being is an important part of their life and the lives’ of people who depend on them. Professional guidance can make a big difference in bringing the dream together.

 

Life and Business Strategies...Start the Journey

CONTACT US: 7200 N. MoPac • Suite 320, Austin, Texas 78731 • (512) 498-7526
Toll Free (800) 234-8043 • Fax (512) 684-8519 • info@planningworks.biz

Investment Advisory services offered through, Smart Money Group, LLC a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Smart Money Group, LLC, PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in CA, CO, FL, GA, IL, MN, MO, NE, NM, OH, PA, SC, and TX. If your resident state is not listed, please contact us at info@planningworks.biz. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.

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