Business Ownership Planning

Every day, you make crucial decisions affecting the financial health of your business.  And you know how important it is to have the best possible services and products to help effectively manage your finances.  Making the right financial decisions is a big responsibility and we can help.

How we can help

Managing Business Risk

An important part of ensuring your business is successful is to prepare it for the unexpected.  We offer the following solutions and strategies to help you manage your business risk:
  • Business Succession Plans
  • Executive Life Insurance
  • Key Person Insurance

Business Investing

If youre a business owner, self employed professional or executive, its important to surround yourself with people you trust to take care of important responsibilities.  We have experience providing business clients with professional advice and high-quality investment solutions.

Investment Strategies Based on Business Needs and Objectives

As a first step in creating a custom investment solution for your business, we will work with you to develop an investment strategy that:

  • Evaluates the capital you have available for investing
  • Balances your need for safety and higher returns
  • Ensures sufficient liquidity for unforeseen expenses or new opportunities

After fully understanding the needs and investing objectives of your business, we will help draft an appropriate investment plan and provide recommendations on specific investment opportunities for your companys portfolio. 

Convenient Fee-Based Asset Management Solutions

If your companys investment needs are complex or if you lack the time or knowledge to properly manage your companys investment portfolio, Sandy Lebert is able to manage your investment portfolio through the Private Investment Management discretionary services.  All of the services in this program are also included for one convenient, asset-based fee allowing you to easily plan for your companys total brokerage costs.

Personal Retirement Planning Solutions

In addition to helping you invest on behalf of your business, we also offer personal retirement planning solutions such as Individual Pension Plans (IPPs) and Retirement Compensation Arrangements (RCAs) that are idea for self-employed business owners and executives.