You have committed significant amounts of time and money to build and run your business successfully. You need a financial plan that recognizes that much of your wealth is built and concentrated within your company.
At Kettering Investment Strategies our team understands the levels of complexity that exist within your business operations, and we provide the focused planning and oversight that is essential for a successful financial plan.
- Retirement plans
- Business succession planning
- Risk management
- Coordination with CPA and attorney