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®
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