Action Financial Strategies has been zoning in on their passion for working with small business owners to address the unique challenges of their businesses, including both the daily issues and in planning for the long term. Their focus is on helping business owners be prepared when life does the unexpected – whether that be something positive (unanticipated growth, for example) or something negative (a health issue forcing a business leader to fast forward their exit strategy.)
Our Life Plan For Your Business seminar is designed for business owners and is geared to any stage of business – startup, growth or exit. The presentation looks at the top five concerns for business owners - 1) business growth, 2) recruiting top talent, 3) sale or transfer of business, 4) cash flow management, and 5) retention of key employees – and aligns these concerns with tools and resources that can help owners make decisions, improve their business and help ensure an exit plan matches up.
In the current employment landscape we are seeing, a very relevant and opportune aspect of Life Plan for Your Business has been centered on executive benefits and talent acquisition/retention.
This educational workshop and sales presentation is for informational purposes only. Neither Action Financial Strategies nor NYLIFE Securities LLC or its affiliates provide tax, legal, or accounting advice. For advice on such matters and before undertaking any related planning action, everyone should consult with their own professional advisors. Brian Ruh and Bradley Ruh are Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, a member FINRA/SIPC, a Licensed Insurance Agency (301)214-6600. 1411 Milwaukee Drive, New Holstein, WI 5061 and 926 Willard Drive, Suite 246, Green Bay, WI 54304. Brian Ruh and Bradley Ruh are also registered as Investment Adviser Representatives with Eagle Strategies LLC, a Registered Investment Adviser. Action Financial Strategies is not owned or operated by NYLIFE Securities or its affiliates. In addition to financial and investment planning, Brian and Bradley collaborates with CPAs and attorneys to help create tax strategies and estate plans that efficiently protect client assets.