Business Planning


Susan Spancers  MCEP, RFC, AACEP, NICEP, CSA



Web Site: www. SusanSpancers.com AND www.coestateplanning.com


303 766-9599



Business Financial Planning Services



There is nothing more rewarding or as challenging as owning your own business.



While the freedom to make your own business decisions is exciting, the financial stress and strain can be overwhelming at times.  Not only do you need to consider your own financial security, you must also consider similar issues for your employees.


Whether or not you hire employees, providing a comprehensive benefit package will be a primary consideration in your business ownership.

Because there are so many products and choices available today, this can be an extremely daunting task.  Consulting with Susan about all of these options can significantly reduce the amount of time it takes and the cost involved to arrive at the best decision for you and your employment staff.

Creating an affordable benefit package will make you feel more secure and it will help to retain employees.

To get started, contact Susan and she can create a customized business benefit package.  She will analyze your primary business issues and concerns.  From there she will recommend a plan that will fit your needs that will also fit your budget.

Following are some key areas to consider in business financial planning.

-Have you created a Plan for Your Own Personal Retirement?

-What Qualified Retirement Plan Should You Offer?

-What are Your Priorities in Offering an Employee Benefit Plan?

-Have you thought About Succession Planning?

-How Do You Retain Key Executives?

-What Type of Group Health Insurance Plan Should You Offer?

-Should you offer a Group Disability Plan?

-Should you offer a Group Life Insurance Plan?

-Should you offer a Group Nursing Home/Home Care plan?

Susan and this web site are available to serve as a financial planning resource center for all the financial concerns you may have.

 

Compliance Disclosure

All of the opinions expressed within this web site are solely those of Susan Spancers, President of Spancers & Associates, Inc.  The content of this web site is for informational purposes only. 

All information and ideas presented here should be discussed and confirmed for applicability with an accountant or attorney prior to implementation.

All of the material presented within this web site is believed to be from reliable sources and Susan Spancers makes no representations as to its accuracy or completeness.  None of the links to other web sites should be construed to be a recommendation to purchase that product or plan.

The Investment Advisory Services are offered in the state of Colorado through Susan Spancers and Registered Investment Advisor, TLG Advisors, Inc., 26 West Dry Creek Circle #575, Littleton, CO  80120  (303) 797-9080.  The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to a resident of any other state other than Colorado.

Securities and Advisory Services offered through The Leaders Group, Inc.*, and TLG Advisors, Inc., 26 West Dry Creek Circle #575, Littleton, CO  80120, (303) 797-9080

*Member FINRA/SIPC