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Business Owner Planning

Business owners face a plethora of financial decisions on a daily basis all while trying build a business and become financially secure.

We can help.

There are millions of businesses in the United States and each owner faces a plethora of financial decisions and information all while they maintain their personal life. The time and dedication it takes to stay on top of the current financial situation and laws while planning for the future can be a full-time job in itself. We understand this and can offer you a partnership that will help ease your worries and potentially increase your financial wellbeing for your business. Kensington Wealth Partners can help you structure and implement a financial plan that will help towards achieving your objectives by assisting you in the following areas:

  • Business succession planning
  • Key executive retention and reward
  • Management control
  • Family partnerships
  • Buy-sell agreements
  • Employee group benefits
  • Life insurance
  • Gifts of corporate stock

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