Your Services

Our services are designed to help you answer the following questions:

What is your plan to transition your business?
Are you financially and mentally ready to inevitably leave your business?
How can I get more from my investments?
How can I reduce my exposure to risk?
How much money will I need to live comfortably in retirement?
Am I saving enough?
What is the best way to save for college?
How can I reduce estate taxes and preserve more of my assets for my heirs?
Do I have the right amount of life insurance?
Do I need long term care insurance?

Let us help you design your future to a place of confidence, clarity, financial independence, and a sense of security. If you have these same questions, take this free report to find out where you stand.

Free Report

Business Financial Planning

Backbone Planning Partners is a financial services firm for business owners.

4 Areas of Planning

Business Succession

Bench Strength for Internal Succession
Exit Planning
Buy Sell
Keep Sell
No Buy/Sell (Children in Business or Partner)
Stock Redemption vs Cross Purchase
Wait & See Buy/Sell
Equalization - Children in Business vs Not
Financial vs Market Researching
Value Gap Analysis
Management Succession

Entity Planning

Cash Flow - Working Capital
Financial Leverage
Tax Planning - C vs S
Risk Management
Bridge to Personal Financial Plan
Opportunity for Growth - Risk in Industry - Barrier for Entry

Executive Compensation

Key Employee Retention
Corporate Owned Life Insurance
Pension Optimization
3.8% Surtax Planning
1031 & 1035 Exchanges
Deferred Compensation - Synthetic Equity

Employee Benefits

Group Benefits*
401(k) Plan
Long Term Care
Disability Income
Health Care Reform - Health Benefits
Financial Wellness
Company Paid Financial Planning

*Offered through a 3rd party

Individual Financial Planning

Backbone Planning Partners also provides comprehensive individual and family financial planning, following a staged approach.

Learn more

Begin building YourBlueprint today!

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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