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What we do for you

  • Comprehensive plans detailing all personal and business financial details; this includes investments, real estate, insurance policies, business valuations, retirement income sources, projections, and beneficiaries. These plans can be prepared to simplify and consolidate complex accounts for your heirs, your bank, or your accountant.
  • Provide diversified personal and business assets through stable income sources
  • Complete business planning, including:
    • Business continuation
    • Business owner exit strategies
    • Obtaining maxium value and tax benefis for business owners
    • Employee reward programs for attracting and retaining key employees
    • Employer and employee retirement and benefit planning
  • 401k rollovers
  • Assistance for individuals, business owners, and employees in developing and updating wills and trusts. Because of strategic alliances, prearranged pricing, and comprehensive financial plans, this process can be made affordable with Hadel Financial Solutions.