Business Planning

As a business owner, you have a unique set of challenges and responsibilities. Not only do you want to provide for your family, you also want to provide for your employees and support the growth of your business. At Secure Path Advisory Group, we help business owners solve a wide range of challenges, from establishing cash flow and liquidity, to implementing employee benefits, to helping transition your business to the next generation. We’re here for you every step of the way, from start up to retirement and beyond.

Our business planning services in Ohio include:

  • Employee retirement plans – 401(k), pension, profit sharing, SIMPLE, SEP and more.
  • Employee benefits – group medical, disability, dental, disability and life insurance.
  • Business transitions – buy-sell agreements, cross-purchase arrangements, exit planning, etc.
  • Cash flow and liquidity strategies.
  • Tax-efficient growth strategies.