Small Business Services
Businesses have unique needs due to a fluid day to day operating environment. AMERICAN WEALTH ADVISERS is prepared to help you plan for your short-term and long-term business financial planning needs. Our goal is to provide guidance and direction from start-up to expansion to transitioning out of the business. This allows our clients more time to focus on the day to day operations of their business.
AMERICAN WEALTH ADVISERS as an independent non-proprietary advisor can help you analyze your needs, review the available options in the marketplace and implement group benefits best suited for your business. This takes the needed time and stress off you so you can concentrate on the daily operations of your business. We can assist you with all Group Benefits including Group Health, Group Disability, Group Long-Term Care coverage and Group Life.
AMERICAN WEALTH ADVISERS can deliver the support you and your business need when you need it. Our team is well versed to help you in any of the following areas:
• Acquisition Planning
• Legacy/Wealth Transfer Planning
• Investment Portfolio Management
• Employer and Employee Benefits
• Group Benefit Planning
• Purchase/Sell Financing Options
• Transition/Valuation Planning
• Insurance Needs Analysis
• ESOP/Stock Options
• Group Retirement/Pension Plans
• Accounts Receivable Factoring