Business Planning

Latest Winter 2017 Quarterly Newsletter In this issue Brian Jones provides our outlook on the markets for the balance of 2017, Kevin Donovan reminds us all why bonds are integral component inside any portfolio and Jessica Ness provides an income tax reference for 2017. January 2017 Audio Update Join Tracey, Brian, Kevin and Tim as they discuss CJMís expectations for the markets in 2017, a discussion on small cap equities as well as Timís thoughts on income distributions in retirement. 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