Business Planning

Whether you’re thinking about launching a new business or planning to expand an existing one, my team and I can help you create, grow and protect your business’s value.

We’ll work with you to develop a personalized financial plan with solutions designed to meet the unique needs of your business, with strategies to:

  • Integrate all aspects of financial planning for your business and your personal life to ensure success on both fronts.
     
  • Minimize risk by being prepared for the unexpected.
     
  • Safeguard your business with coverage to help offset the loss of cash flow if you become sick or hurt.
     
  • Recruit and retain employees with competitive benefits programs.
     
  • Enhance your benefits programs to reward employees who are key to the success of your business.
     
  • Transition your business smoothly with a properly designed and funded business succession plan.

Learn more about business planning strategies including employee benefits, executive benefits and risk management.

Wesley H Jones

Financial Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck