FINANCIAL PLANNING FOR NH BUSINESSES
Many business owners are unable to maximize their personal financial growth while also implementing their business plans. At Sky Peak Financial, we believe one should not take precedence over the other.
Our economic approach addresses all aspects of your business growth. We will identify the areas that are preventing you from achieving the most financial success, and establish a plan to bring greater value to your efforts.
PROTECT YOUR BUSINESS INVESTMENT
Business Valuations *
Business Succession Planning & Exit Strategies
Buy/Sell Strategies
Key Person Insurance
Estate Plan Integration
REWARD KEY PEOPLE IN YOUR BUSINESS
Financial Planning for Key Employees
Non-Qualified Selective Benefits
Deferred Compensation Plans
Salary Continuation Plans
Executive Bonus Plans
Split Dollar Arrangements
* Used for the sole purpose of giving our client a fair and unbiased assessment of where the business stands and how it relates to their financial strategy. It is not intended for tax or potential selling purposes.
ATTRACT & RETAIN QUALITY EMPLOYEES
Non-qualified deferred compensation plans
Retirement Plans
401(k)
Profit Sharing
SEP and Simple IRAs
403(b) - Defined Benefit
Group Insurance
Health
Short & Long Term Disability
Life, AD&D, Long Term Care
Dental
HSA, HRA and FSA Plans
Discounted Voluntary Benefits
Executive Carve Out Benefits
Financial Planning Workshops
FINANCIAL PLANNERS FOR BUSINESSES
At Sky Peak Financial, our capabilities are diverse. We have a close partnership with Commonwealth Financial Group, and our team dedicates personal attention to each client. We offer fee-based consultation, short-term problem solving, and long-term comprehensive planning.
Manchester, New Hampshire
Sky Peak Financial
23A West Webster Street
Manchester, New Hampshire 03104
Phone: (603) 782-3005
Fax: (603) 782-5629
Licensed to sell insurance and securities in the following states: AZ, CT, FL, MA, ME, NC, NH, NJ, VT, WA.
Jeremy Lindquist is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory office: 101 Federal Street, Suite 800, Boston, MA 02110, Tel: 617-439-4389.
Sky Peak Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.
CRN202111-255793