7477 West Lake Mead Boulevard
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.
Backbone Planning Partners is a financial services firm for business owners.
4 Areas of Planning
Bench Strength for Internal SuccessionExit PlanningBuy SellKeep SellNo Buy/Sell (Children in Business or Partner)Stock Redemption vs Cross PurchaseWait & See Buy/SellEqualization - Children in Business vs NotFinancial vs Market ResearchingValue Gap AnalysisManagement SuccessionESOP
ValuationCash Flow - Working CapitalFinancial LeverageTax Planning - C vs SRisk ManagementBridge to Personal Financial PlanOpportunity for Growth - Risk in Industry - Barrier for Entry
Key Employee RetentionCorporate Owned Life InsurancePension Optimization3.8% Surtax Planning1031 & 1035 ExchangesDeferred Compensation - Synthetic Equity
Group Benefits*401(k) PlanLong Term CareDisability IncomeHealth Care Reform - Health BenefitsFinancial WellnessCompany Paid Financial Planning
*Offered through a 3rd party
Backbone Planning Partners also provides comprehensive individual and family financial planning, following a staged approach.
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.