Broker Check

More questions to consider: If you get sick, what will happen?  When you are ready to call it quits, what will happen with your business?  If you have a blended family with children working in the business, what happens if you die?

These can be tough thoughts to contemplate, but not always tough to prepare for if done early enough. We're here to help quarterback the team and work through these tough issues with you.  

Resonant Financial can assist business owners with:

  • Family trusts
  • Buy-sell agreements
  • Profit sharing plans
  • ESOPs
  • Wills
  • Stock plans
  • Key person insurance
  • Other items

For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give legal advice.

You might also like: Retirement Plan Services/401(k) Exchange

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
Learn More
Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.
Learn More
Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Learn More
A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Learn More