In addition to other concerns, you must handle special tax advantages and responsibilities, cash flow assessments, management of business credit and debt, succession planning, and insurance requirements.
2. Make a tax strategy that increases cash flow while reducing your tax burden. The complexities of tax law are familiar to and understood by CFP® professionals.
Achieve your retirement objectives: The qualified or nonqualified retirement planning strategy that best suits your needs and long-term objectives can be determined by a CFP® professional.