Small Business & Owners
Empowering Your Business to Thrive
You might be asking yourself...
- How do I align my business success with my personal financial goals?
- How can I reduce my taxes?
- Is our Group Benefits plan good?
- How can I plan for a future sale or succession?
- How can we grow, without taking big risks?
01
Discover & Assess
We begin by clarifying your business’s current financial situation and identifying your goals, with a thorough analysis of your cash flow, assets, debts and financial health.
02
Plan & Implement
Together, we develop a financial plan tailored to your business’s needs, including strategies for growth, risk management, employee retention, and succession planning, as needed to achieve your unique goals.
03
Monitor & Optimize
As your business evolves, so do your financial needs. We continuously monitor your financial plan, making adjustments as necessary to ensure your business remains on track for as long as it needs to.
Frequently Asked Questions
At Legassie Financial, we offer a comprehensive range of services tailored to small businesses, including business owner & executive financial strategies, employee retention & Group Benefits Plans, succession planning & sale preparation, financial health reviews, cash flow management, investment strategies support, risk management and more.
Our pricing is customized based on the specific needs of your business. After our initial consultation, we provide a detailed Scope of Work proposal outlining the services and associated costs.
If you have a specific budget in mind, let us know during your free initial consultation, and we will do our best to make it work for you!
We see ourselves as guides on your financial journey. Our job is to clarify your starting point, help you define your destination, provide you with a detailed map on to get you there…then we take that journey with you to make sure you reach your destination safely.
Naturally, our approaches are client-focused, holistic, innovative and adaptable. We provide customized solutions tailored to your unique journey to your unique destination, ensuring that you achieve your financial success with peace of mind.
We offer flexible compensation structures, including servicing or planning fees, commission-based payments, and direct payments. The specific structure will be detailed in your customized Scope of Work proposal.
Financial Planning for Businesses most often operates on a direct payment arrangement.
We believe in regular communication and continuous improvement. We remain available to our clients at any time and may schedule regular reviews to ensure your financial plan stays on course.
We conduct regular reviews and adjustments to keep your financial plans aligned with your evolving business needs.
Yes, we proudly offer fee-only financial planning by request, ensuring our advice is unbiased and solely in the clients’ best interest.
However, we also recognize the value of the traditional approach, which allows us to refer you to trusted partners for implementing & monitoring Group Benefits Plans, insurance products, investments, comprehensive tax mitigation strategies, estate planning and more.
If you would like a Fee-Only Financial Plan, let us know during your free initial consultation, and we’ll be sure to address this in your Scope of Work proposal.
Absolutely. We offer comprehensive succession planning services to ensure a smooth transition and the continuation of your business legacy.
Our personalized care, holistic approach, and innovative tools set us apart. We are committed to continuous improvement and providing customized solutions that align with your business’s unique needs and goals.