Business is your profession. Your time is consumed managing your people and serving your clients.
Gain confidence in managing your personal finances with unbiased advice from McCall & Associates so you can have a greater capacity to focus on the growth of your business.
Your business is your Golden Goose. If you want it to lay golden eggs, you must protect it. At the same time, you mustn’t forget to tend to your own financial needs.
We’ll create a customized approach to help you address these concerns and more:
Do I have the right legal and tax team in place?
Do I have the right benefits in place to retain my employees a
nd/or
partners?
Should I pay myself monthly, quarterly, or yearly? How much should I pay myself?
Should I consider a 401k, SEP IRA, Profit Sharing Plan, or Cash Balance Plan?
Should I diversify or reinvest in my business?
Is my debt level a concern?
I am an important piece of my business- what if something happens to me?
I want to give to charities but am unsure where to start?
How do I transition leadership of the company to one day take over my business?