Business Planning

Latest Fall 2017 Quarterly Newsletter This issue includes some thoughts from the retiring Senior Managing Partner, Tim Jones, as he looks back on his time in the business over the last 30 years. This issue also includes a tribute to Kim McLeland, one of the retired partners at CJM who passed away suddenly earlier this year. We round out the newsletter with articles from Kevin Donovan on investments, Parker Trasborg provides us with his thoughts on buying a new car, and pictures from Halloween. Enjoy! October 2017 Audio Update Dave, Kevin, Tracey and Tim share their thoughts on the markets so far this year, expectations for the remainder of the year, an update on Congressional bills making their way through Congress and finally some thoughts on protecting your credit given the recent Equifax security breach. Newsletter & Podcast Archive

In business, as in sport, there is victory and there is defeat. Victory comes from managing people, expectations, opportunities, obstacles and from having a plan of action and sticking to it. In the world of professional football very few have said it better than Hall of Fame Coach Tom Landry:

"Setting a goal is not the main thing. It is deciding how you will go about achieving it and staying with that plan."

Being a business owner is no different from being a coach on the field. Your responsibilities and decisions have impact on not just you but on everyone associated with your business - your family, your employees, your vendors and your business partners. So, having a structured plan in place to manage the business prudently is important.

CJM Wealth Advisers, Ltd. works with business owner clients to address the pressing business and personal challenges they face. From personal financial planning to creating company retirement plans, we help business owners achieve their goals.

Our Business Planning services include:

  • Financial Planning for Business Owners
  • Business Insurance
  • Business Succession Planning
  • Retirement Plan Design & Implementation
  • Deferred Compensation
  • Key Personnel Planning