Business Planning

Latest Winter 2018 Quarterly Newsletter This issues includes reflections from Brian Jones, CFP, on recent market volatility as he draws parallels to the most recent Super Bowl. Kevin Donovan, CFA, discusses how market losses can be tough but in general the market produces positive returns. Mark your calendars for our annual Shredding Event on May 18th and read about which documents to keep versus shred. Lastly, we share the recent Washingtonian Magazine article that quoted Jessica Ness, CFP, and her advice for handling children's allowance. January 2018 Audio Update In our first podcast of 2018, join us as David Greene, Kevin Donovan, Jessica Ness and Brian Jones share their thoughts on what worked in 2017, what to expect in the markets in 2018 as well as an update on the new tax bill just passed by Congress. 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