Financial Planning For Businesses
Many business owners are unable to maximize their personal financial growth while also implementing their business plans.
At Sky Peak Financial, we believe one should not take precedence over the other.
Our economic approach addresses all aspects of your business growth. We will identify the areas that are preventing you from achieving the most financial success & establish a plan to bring greater value to your efforts.
Protect Your Business Investment
✔ Business Valuations *
✔ Business Succession Planning & Exit Strategies
✔ Buy/Sell Strategies
✔ Key Person Insurance
✔ Estate Plan Integration
Reward Key People In Your Business
✔ Financial Planning for Key Employees
✔ Non-Qualified Selective Benefits
✔ Deferred Compensation Plans
✔ Salary Continuation Plans
✔ Executive Bonus Plans
✔ Split Dollar Arrangements
* Used for the sole purpose of giving our client a fair and unbiased assessment of where the business stands and how it relates to their financial strategy. It is not intended for tax or potential selling purposes.
Attract & Retain Quality Employees
✔ Short & Long Term Disability
✔ Life, AD&D, Long Term Care
✔ Dental
✔ HSA, HRA and FSA Plans
✔ Discounted Voluntary Benefits
✔ Executive Carve Out Benefits
✔ Financial Planning Workshops
✔ Non-qualified deferred compensation plans
✔ Retirement Plans
✔ 401(k)
✔ Profit Sharing
✔ SEP and Simple IRAs
✔ 403(b) – Defined Benefit
✔ Group Insurance
✔ Health
*Some health insurance products offered by unaffiliated insurers.
Schedule a Consultation Today.
“He (Jeremy) feels like a teacher and a partner. I would recommend him to anyone.”
— Jeremy W., Sky Peak Financial Client*
*Jeremy W. is a client of Jeremy Lindquist. He was not compensated for his testimonial. His testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
Have Any Questions?
At Sky Peak Financial, our capabilities are diverse. We have a close partnership with Commonwealth Financial Group, and our team dedicates personal attention to each client. We offer fee-based consultation, short-term problem solving, and long-term comprehensive planning.