Business Financial Planning

Comprehensive Financial Planning for Business Owners

Many of our clients are business owners who look to Northbridge Financial Group for the knowledge and experience necessary to manage their business finances, as well as their personal wealth. We apply our same consultative approach to your business planning needs and can help privately held businesses and partnerships seeking to optimize cash flow, implement succession planning, develop retirement plans and more.

We provide strategies for your specific needs in these and other areas:

  • Cash-management services
  • Business succession planning
  • Corporate retirement plans, including 401(k) and 403(b) qualified plans
  • Executive compensation plans
  • Individual and group health insurance solutions
  • Key person insurance
  • Defined Benefit / Cash Balance planning

The business entity you choose can have an impact on the level of asset protection you have. Trusts, limited partnerships, and limited liability companies are all vehicles for consideration for asset protection and business financial planning.

“The best way to predict the future is to create it.”Abraham Lincoln