Business Planning

Latest Spring 2017 Quarterly Newsletter In this issue, Tracey Baker, CFP, reflects on current markets as we head into the summer months. Kevin Donovan, CFA, compares performance of "Actively" vs. "Passively" managed funds. Parker Trasborg, CFP, discusses the implications of several common estate planning pitfalls. Read about the tax related benefits that can arise from making Qualified Charitable Distributions. Jessica Ness, CFP, talks about our Day of Service when we partnered with one of our favorite local service organizations for the second year in a row. See how our clients have two different programs to track their CJM portfolios. January 2017 Audio Update Join Tracey, Brian, Kevin and Tim as they discuss CJMs expectations for the markets in 2017, a discussion on small cap equities as well as Tims 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