Sole Proprietorships, Partnerships, Corporations and Limited Liability Companies
Planning is one of the most important parts of running a business. Whether you’re a large multinational corporation or a small business, Semler Financial Group has the knowledge, experience and resources to help keep your company on track.
Business Services at a Glance
In a business world that is constantly changing and increasing complex, there is one constant: a good advisor can help you make sound decisions.
Items We Address
- Business Transition Strategies
- Business Continuation Concepts
- Attract and retain valuable employees
- Reward key employees
- Retirement Readiness
- Business Owner buy/sell agreement funding
- Retirement plan design consultation