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Business Planning

Business owners have countless daily demands on their time. Thinking about retirement shouldn't be another one.

Tell Us About Your Needs

It's Not Just Your Business. It's Your Future.

You've spent years building a business that supports your lifestyle and the livelihood of your employees. You don't want to have to change course as you get closer to retirement. And you don't have to. Proactive planning helps you keep the life you've created, even after you sell your business.

Nisivoccia Wealth Advisors works with you today, to get you and your family ready for tomorrow. Having worked with many multi-generational companies, we help strategize the best approach for transferring a business to other family members while maximizing the value for the current owner. This often means being involved in some sensitive conversations and being a sounding board for decision making. We know it can be difficult to face the realities of buying life insurance and our approach combines straight-forward discussions that acknowledge emotions like fear with sensible solutions.

We also take your employees into account in the business planning process. We don't simply offer retirement plans and walk away. We can work one-on-one with your team members to help them understand the best options for their future.

Everything we do takes a tax-centric approach aimed at minimizing tax liabilities and maximizing the amount of money you get to enjoy. 

Business Planning services offered include but are not limited to:

Business Planning services offered include but are not limited to:

  • Business Succession
  • Buy-Sell Agreements
  • Non-Qualified Retirement Plans
  • Retirement Plans
  • Tax Reduction Strategies
  • Key Employee Retention
  • Income Protection and Life Insurance Planning

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