TOP FLIGHT WEALTH STRATEGIES

Helping Business Owners Get More Out of Life by

Getting More Out of Your Finances

Welcome to Top Flight Wealth Strategies!

Your business is likely your greatest personal asset and your key to Financial Independence.  It provides the current lifestyle for you and your family, and hopefully the one you envision when you retire as well.

So what actual planning are you doing to help ensure you’re getting the most out of it?

  • Have you ever felt like you’re too busy working “In” your business to work “On” your business?
  • Are you missing any Tax Strategies?
  • What is your Business Worth?
  • What if a Key Employee leaves? Or Another Owner passes away?
  • Do you have a formal Succession Plan for you to exit the business?

Ultimately the question is- if you keep doing what you’re doing, where are you headed, and how can that be improved upon?

At Top Flight Wealth Strategies, we have decades of experience in working with very successful Business Owners just like yourself.

Take the first step by clicking the red link below to access additional business resources!

WEALTH STRATEGIES FOR BUSINESS OWNERS

  • Create an actual, digital Financial Plan/Roadmap based on your personal goals
  • Perform a Business Valuation
  • Create a way to retain Key Employees
  • Determine the right balance between investing in and outside of your business
  • Perform a comprehensive review of your Investments and Insurance
  • Strategies to potentially reduce your Current and Future Income and Estate Taxes
  • Work with your Attorney to review/draft your Buy/Sell Agreement and provide Funding
  • Run Key Financial Statement Analytics to gauge the health of the company
  • Review the fees and returns in your Company Retirement Plan and Educate your Employees on its benefits
  • Create a Succession Plan to exit the business when you desire

WHAT MAKES US UNIQUE

    • CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL (CFP)
    • Certified Public Accountant (CPA)*
    • Master of Business Administration (MBA)
    • Over 20 years experience
    • Extremely high client retention rate
    • Multiple service and compensation options including “Fee for Service” Financial Planning

View our Customer Relationship Summary

TOPFLIGHT

Jeffrey D. Cummins, CPA, MBA, CFP®

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, Founder

Top Flight Wealth Strategies
Galleria Tower Two, 20th Floor
13455 Noel Rd, Dallas, TX 75240
972-455-4360 | F. 972-246-1899

Jeffrey D. Cummins is a registered representative of and offers securities investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory Office: Galleria Tower Two, 13455 Noel Road, 20th Floor Dallas, TX 75240, (972) 246-1800. Top Flight Wealth Strategies is not a subsidiary or an affiliate of MML Investors Services, LLC.

*Licensed but not practicing

CRN202212-272668

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