Business Services
One Stop Financial Group is committed to providing thorough, lucrative financial services to the Greater New Orleans area and Gulf South Region. Contact us to learn more about how we can help you achieve your financial goals with a free Business Planning estimate!
Why Choose One Stop Financial Group for Your Business Planning Goals?
One Stop Financial Group creates customized financial strategies for businesses to maximize their succession, retirement, employee, and 401k plans. There are many variables involved in designing a successful approach to protect your business assets and support your financial needs. Our team of experts has given hundreds of businesses peace of mind in Southern Louisiana by creating unique strategies tailored to their financial goals.
What Are Business Planning Services?
One Stop Financial Group works closely with clients to strengthen their business and meet their financial goals by developing customized plans for the following areas:
Buy Sell Agreements
A buy-sell agreement is a legal contract that outlines how ownership of a business will be transferred if an owner dies, retires, or exits. It ensures that remaining owners or the business can purchase the departing owner’s shares, preventing control from passing to outsiders. This agreement helps avoid disputes, provides financial security, and ensures business continuity.
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401(k)
Traditional and Roth IRAs can be valuable retirement options for business owners and their employees. A Traditional IRA allows for tax-deferred contributions. In contrast, a Roth IRA is funded with after-tax dollars. For businesses, offering IRAs as part of a retirement plan can help attract and retain employees.
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Key Person Insurance
Key Person Insurance is a life insurance policy that a business purchases to protect itself financially in the event of an unexpected death or disability of a key employee, owner, or executive, which may effect to financial stability of the company.
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Tax Planning
Business Tax Planning involves evaluating tax options to determine how they apply to and can benefit your business to decrease potential tax liability.
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Consulting & Advising
From cash flow, and profit analysis to employee benefits and succession plans, our team makes use of modern analytics and reporting to design a custom business plan.
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Business Policy Review
Whenever you make any major changes to your business structure, it’s your responsibility to make insurance adjustments in order to avoid gaps in coverage and legal challenges. Get our Free Policy Review to limit legal risk and make sure you comply with new laws and regulations.
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