Business Owners

Your Business is Your Greatest Personal Asset.

• What is my business worth?
• If I sell it, am I financially independent? What would I do with the proceeds?
• Am I missing any Tax Strategies?
• Do I have the best company Retirement Plan in place?
• How can I attract and retain Key Employees?
• Could I get more for my money with the Group Benefits I provide?
• How do I balance between investing in my business and diversifying elsewhere?
• How do I protect my assets should someone sue me or the company?
• What would happen to my business and employees if I’m not here?
• What happens if my business partner and I have a falling out?
• How do I create a Succession Plan for my business?

Jeffrey D. Cummins, CPA, MBA, CFP®


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.


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