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Small Business Solutions

You work hard to build your business. And as you know, success often brings bigger challenges. Whether you are in the start-up, growth, maturity, or transfer phase of your business, there are several common challenges business owners may face that could present certain concerns such as:

Not putting yourself and your family first on your list of priorities

Not knowing how much your business is really worth

Failing to plan for possible situations that could take you, or a key employee, out of the picture

Being too focused keeping the company running to plan for the future

Preservation Financial can help you develop a financial plan to address these issues, and maybe help you sleep a little better at night.

Pension Planning

401(k) Planning

Profit Sharing

Cash Balance

Defined Benefit

Family Meeting Facilitation

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Securities offered through Questar Capital Corporation, Inc. (QCC) Member FINRA, SIPC

Advisory services offered through Questar Asset Management (QAM) A Registered Investment Advisor.

Preservation Financial, LLC is independent of QCC and QAM.

Preservation Financial, LLC is a full service financial services firm, not a CPA firm.


This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.