We know how it is, we’re business owners as well, and we’re passionate about helping identify and overcome challenges to help you lead a high quality of life as a business owner, not just in retirement. Think of us as a Certified Financial Planner ® AND a business coach. We’ll give you the financial confidence and local resources to:
- Create opportunity for new employees so you can take back your time
- Delegate roles that take away from your essential value
- Discover external partners in banking, insurance, accounting, legal, payroll, and digital marketing.
- Design employee benefits programs to help you retain your talent
With our goal of total client focus, we can work through and implement on some or all the following areas:
- 401k Design or Takeover with Profit Sharing and Cash Balance
- Life insurance Cross Purchase, Buy/Sell
- Business transition planning
- Retirement planning
- Trust and estate planning
Memphis Planning and Wealth has a history of helping small businesses grow with foresight and intention so they can focus on what matters most. Trust in us as we help create financial confidence while building a legacy you can be proud of!