Pave your company’s road to success by developing a proactive and purposeful business plan designed to address your common workplace needs. Our consultation services will provide you with comprehensive, case specific and tax efficient solutions to help manage your concerns and increase the efficiency of your business.
Our business planning concentrations include:
- Asset Protection
- Risk Management
- Continuity and Succession Planning
- Business Owner/Key Executive
- Compensation and Benefit Planning
- Employee Recruitment and Retention Strategies
- Employee Incentive Plans
- Tax Reduction Strategies
- Non-Qualified Deferred Compensation Alternatives
- Supplemental Retirement Plans
- Exit Strategies
Heafner Financial can match your business’s needs with the strategies most capable of accounting for them. Let our services help to streamline your business plan!
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You may ask: What’s in a logo? We want our logo to represent our philosophy. Our logo is a lion in winter. We want you to be a lion in the winter of your life — leading an independent, abundant, and satisfying life — and finish strong! Bring as much passion and spunk to your winter years as you did during your spring, summer, and autumn years. This requires your passion and a great financial plan.