You’ve reached your business goals.
Now it’s time to reach your financial goals.
Your small business venture started with a dream: To realize the freedom that comes from owning your own business. Now that your dream has grown into reality, it’s time to plan for your and your employees’ future.
Your core competency is delivering your services, so you may not know where to start in establishing employee benefits, retirement planning or tax-minimization strategies and a personal financial plan for yourself.
Serving small businesses since 1997 through our sister companies TechInsurance and BusinessInsuranceNow, we understand your business. In fact, we created TechFinancial because our insurance clients asked for financial planning advice.
Tailored solutions by your business size
While many investment and insurance products are applicable to businesses of all sizes – from one employee to hundreds – the needs and goals of a small business owner vary greatly. We’ve found that some products provide greater value or less administration than others, based on the size of your business.
As your business grows, TechFinancial is here to guide you on how retirement planning or benefits may change, or new options that may apply as your employee base increases. We will help you create a game plan for retirement, from SEP IRAs and SIMPLE IRAs to 401(k) solutions.
We invite you to view our product checklist by your business size or simply by the product type.
Free, no-obligation, custom financial plan
There’s no one-size-fits all financial plan for small business owners. Your company and its skills are unique, and your financial strategy should be, too.
Contact us to ask for your own no-cost, no-obligation financial plan. We’ll take our time with you, one-on-one, to discover and define your vision for your business, your life values, your goals, and your current financial reality. Then, we’ll create a free, custom plan detailing your best retirement, life insurance, college planning, tax-minimization, disability and long-term care strategies.
We offer this consultation and plan – a $1,200 value – at no cost, and with no obligation to become a TechFinancial customer. When you see what we can do for you and your future, we think you’ll want to take the next step.
If you’re ready to make your money work as hard as you do, contact us today to get started on your free financial plan.
- TechFinancial makes it easy to minimize the risk of owning a business, and can guide you in creating your family’s financial and life success.
- TechFinancial is affiliated with one of the top broker/dealer firms in the business: Woodbury Financial Services Inc., owned by The Hartford Financial Services Group, Inc.