Boosting Financial Growth
Strengthening Your Business Financial Planning
At Velekei Giles, we specialize in strengthening business financial planning to help companies achieve sustainable growth, improve cash flow, and reduce tax burdens. Our team reviews your current financial strategies to uncover inefficiencies, streamline operations, identify new investment opportunities, and provide tailored solutions to meet your business’s financial goals.
Planning Is Everything
Putting Personal Goals First
In the daily demands of running a business, it’s easy to lose sight of long-term goals. At Velekei Giles, we provide personalized business financial planning to help you align your business strategies with your personal financial objectives. From protecting key assets to planning your exit strategy, we guide you every step of the way to work towards financial security and success.
Strengthen Your Personal Financial Position
Business owners often focus so much on their companies that personal finances take a back seat. We help you prioritize personal wealth-building with tailored financial reviews, actionable strategies, and ongoing support to balance business and personal financial goals.
With a focus on balance and adaptability, Velekei Giles Financial Advisors provides business financial planning services that are custom-tailored to your needs as well as those of your business.
Preparing for Retirement
Retire With Confidence
Velekei Giles Financial Advisors’ business financial planning includes a range of tax-deferred retirement plans tailored to business owners and their employees, including SEPs, 401(k)s, and non-qualified plans.
These strategies provide security for you and your key staff, designed to achieve financial independence when you step away from the business.
Protecting Your Business
Safeguard Your Business and Its Key Assets
Protecting your business is essential to ensuring its long-term success. At Velekei Giles, we offer strategies to safeguard your key assets, minimize risks, and maintain stability through every stage of your business journey.
Key Person Life Insurance
Protect your business from the financial impact of losing a key executive or employee with insurance designed to provide revenue replacement or fund succession needs.
Buy-Sell Agreements
Work towards continuity and stability in the event of a partner’s death with agreements that establish business value and protect remaining stakeholders.
Business Succession
Planning for a Seamless Business Transition
If you have a business, succession planning is an essential part of your estate plan to ensure its smooth transition and protect the financial future of your business. Whether you’re selling your business or passing it to the next generation, having a clear exit strategy is essential.
At Velekei Giles, we help you plan ahead to minimize tax burdens, maximize business value, and align your transition strategy with your personal and family goals. Whether transferring ownership to a family member, key employee, or new owner, our team collaborates with your advisors to make the process seamless and stress-free.