Investing for Growth and Cash Flow
Most entrepreneurs understand that having more than one source of income is an ideal way to hedge future growth. By developing an income-producing portfolio of marketable securities, we help you set up specific dividend reinvestment plans, asset allocation strategies, and other methods that can help your hard earned money grow even further.
Running a business requires a continual flow of cash to help pay the bills, and establish new strategies for additional growth. Our solutions are designed to invest your access capital income income-producing investments that you can use to pay bills, or fund a new project.
Growth and Expansion
As a business owner, you undoubtedly have specific financial priorities. Protecting your business interests means being prepared for the unexpected. To synchronize your personal and professional goals, we suggest you begin by drafting a one-page business succession plan, along with a detailed financial plan to help you succeed long-term.
Our consulting services provide prudent advice for business owners of all sizes that seek additional growth, income, and cash flow from their hard earned money. We offer a comprehensive, free-of-charge, analysis of your business’ revenue, cash flow, income, and other key factors; then, we develop an investment plan that is consistent with your goals and objectives.
Small Business Retirement Solutions
A rollover of retirement plan assets to an IRA is not your only option. Carefully consider all of your available options which may include but not be limited to keeping your assets in your former employer’s plan; rolling over assets to a new employer’s plan; or taking a cash distribution (taxes and possible withdrawal penalties may apply). Prior to a decision, be sure to understand the benefits and limitations of your available options and consider factors such as differences in investment related expenses, plan or account fees, available investment options, distribution options, legal and creditor protections, the availability of loan provisions, tax treatment, and other concerns specific to your individual circumstances.
Galleon Flagship Services
Galleon is our premium account management services for investors with $100,000 or more in total household assets