Working with small and mid-sized businesses

Paul Craft Financial Inc. works with owners of small and mid-size businessess who:

• • Look to have contingency plans in place and manage financial risks associated with the life and health of owners, management and staff.
  • Have a sense of responsibility toward their employees and employees' family's well-being.
  • Desire to attract and retain good employees, as well as reward good performance and loyalty.

Paul Craft Financial Inc. will work to earn your trust and create a business
relationship to help you:

• • Protect your income and keep your business running in the event you or a key person in your organization is unable to work due to sickness or injury.
  • Fund partnership and shareholder buy-sell agreements, secure business debt and protect against the loss of key employees.
  • Propose flexible and affordable health and wellness solutions for owners and employees.
  • Discuss tax-efficient strategies to compensate owners and employees.
  • Design and implement retirement savings plans for shareholders, management and staff.
  • Create an exit strategy when you are ready to transition out of your business
    
    

Each business and industry is unique and has unique challenges. We seek to understand yours and your organization's goals and objectives. How is your business structured? What do you need to feel your business, employees and families are protected?

Business owners trust us to be there when they call on us for help or have questions, even if it's beyond the normal scope of our services. We go the extra mile to help them get the answers they need so they can focus on their core business.

Administrators lean on us to filter their questions and concerns. They make one call to us instead of going directly to the insurance carriers or investment companies because they know they'll get timely, accurate information. We know and understand their business. It is a more personal approach.

Contact Us to Learn More