Business Owners

As a business owner, you have put your blood, sweat, and tears into your business.

 

What if every decision you made in or out of your business was because you wanted to and not because you had to?

 

Planning with intention can ensure your business is a support system. A successful business should act as great support system to your life by design, not a master that controls your every thought and decision.  

 

We will partner with you knowing that one of the greatest assets and accomplishments you have built is your business. We look forward to helping you maximize your financial security both inside and outside of your business to free up more time for what you do best.

START UP & EXPANSION PHASE:

  • Legal needs for business formation to protect your personal assets
  • Business banking and loan needs
  • Create a retirement savings plan for business owners
  • Implement group benefits to attract and retain employees
  • Protect business in event owners or key employees pass away or become ill

GROWTH & MATURITY PHASE:

  • Take chips off the table to fund your personal financial plan
  • Calculate your business’ value then implement and fund your written buy–sell agreement for retirement, disability, and death
  • Extend retirement savings plans to all and/or key employees
  • Create non–qualified savings plans to “golden handcuff” key employees
  • Begin planning your business exit or succession strategy

TRANSFER PHASE:

  • Fine–tune your estate planning and personal retirement income plan to minimize taxes
  • Financial Representatives do not render tax advice. Please see a qualified tax professional for tax advice.

Matthew Blocki, CFP®, ChFC®, RICP®
Wealth Management Advisor


Physicians Nationwide

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck