Active Planning & Investment Solutions logo

2810 Fieldstream Drive North

Wilson, NC 27896

 

Phone: 252-237-4357

Fax: 252-243-2681

 

March/April 2022

Plan For Your Company's Future

Plan For Your Companys Future

Tax season provides a good opportunity to assess your business and take stock of where it is, where it’s going, and what steps you can take to plan for a successful year ahead.


Look at the Big Picture
Review your business’s corporate structure to determine if it’s working for you. Analyze the company’s cash flow to see if there are ways to improve your bottom line. Protect your assets with insurance, including business liability insurance, property coverage, umbrella insurance, workers’ compensation, and so on.


Have a Retirement Plan
Choosing a retirement plan for yourself and your employees should be high on your list of planning priorities.


Take Action
Write down your goals for the next five to 10 years and include actionable steps with deadlines to help you stay focused. Work with your financial professional.


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Active Planning & Investment Solutions and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
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