With decades of experience helping business owners, we understand the unique opportunities and decisions that you face – in both your business and personal life.
We work with you to offer customized products and services to help maximize your company’s profitability. By teaming with your other professionals (tax advisor, attorney, actuary), we help identify potential opportunities to explore and obstacles to avoid. This collaboration allows us to provide comprehensive strategies designed around your business needs.
We can help you answer these important questions:
What role does the business plan have in my overall wealth plan?
What are my business’ short- and long-term cash flow needs?
How do I manage my restricted/concentrated equity ownership in the company?
I want to retain my key employees. What are the options available for offering an employer-sponsored retirement plan?
What types of life insurance strategies can be utilized to protect my business?
Should my business have a succession plan?
How will the sale or transfer of the business impact my personal wealth plan?
Northwest Cedar Financial does not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.