Business Owners

ARGI Business Services offer business owners financial freedom through strategies for solid financial protection and business growth, and efficiency in maximizing your employee benefit plans. With an unprecedented level of personalized service and expertise, we create customized programs designed to grow, protect, and conserve your wealth and your business. At ARGI, our team has one ultimate goal – your life goals.

Events

PROTECTION: YOU

Personal Financial Planning

Financial Analysis
Protection Planning
Income Tax Planning
Retirement Planning
Legacy Planning
Investment Planning
Education Planning

Business Continuity

Choose Your Business’s Successor
Develop a Business Valuation
Establish the Timing of Your Exit Strategy
Coordinate Transition
Review and Analyze Buy/Sell Agreement

Personal Effectiveness

Analyze Personal Style
Analyze Team Style
Develop Organizational Goals
Develop Personal Goals
Business Accountability Session
Develop Model Workweek

EFFICIENCY: YOUR EMPLOYEES

Employee Benefit Analysis

Executive Compensation Analysis
Executive Personal Financial Planning
Group Benefit Analysis
Financial Education

Retirement Plan Analysis

Analyze Existing Plan
Recommend Alternatives
Plan Design and Funding Methods
Analyze Cost Benefit
Employee Education
Compliance

GROWTH: YOUR BUSINESS

Annual Business Performance Review

Business Value Maximization
Cash Flow Maximization
Benchmarking

Employer Liability Management

Property Liability
Key Employee Liability
Protection of Sensitive Information
Compliance
Corporate Entity Review

Income Tax Strategies

Corporate Effective Tax Rate
Consultation with Existing CPA/Accountant
Corporate Tax Reduction Strategies
Personal Income Tax Review
Personal Estate Tax Review

NPC PRIVACY POLICY

Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through ARGI Investment Services LLC, a Registered Investment Advisor. ARGI Financial Group, ARGI Investment Services and NPC are separate and unrelated companies.

Any information being provided is strictly as a courtesy. When you link to any of the websites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will leave our website and assume total responsibility and risk for your use of the site you are linking to. The opinions voiced in this article are for general information only. They are not intended to provide specific advice or recommendations for any individual. All investment decisions should be based on your individual objectives, risk tolerance and time horizon.