Business Financial Planning

There is enough risk building a business;
let us help develop a plan to mitigate that.

Innovative Partners, a team at Creative Financial Group, offers an array of business financial planning services and works with our clients to build their unique financial journey. Our services include:

  • Business Succession Planning
  • Retirement Plan Design
  • Exit Strategies
  • Group Benefits
  • Multi-Generational Planning for Active & Inactive Family Members
  • Coordination of Business Planning with Personal Planning
  • Review of Business Agreements
  • Risk Management
  • Executive Compensation Strategies
  • Employee Financial Literacy Workshops
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