Our financial planning for business philosophy
Just as your personal financial plan needs to be coordinated and kept up to date to achieve your goals and dreams, so does the financial plan for your business. The unfortunate reality is that many business owners do not have an adequate, fully coordinated financial plan in place, and if there is a financial plan in place, it is often not reviewed regularly to ensure that the plan is changing as the needs of the business evolve.
As it does with consumers, the Lineweaver WealthWatch Center offers 6 fully integrated financial planning services (see below) for a wide variety of businesses. The Lineweaver Group can plan and execute, implement, monitor and update your entire plan with the assistance of its in-house WealthWatch financial, tax, legal, and insurance specialists. Alternatively, LFG can seamlessly team with a company’s existing advisors and professionals to identify objective, cost-effective solutions to fill current and anticipated needs.
At LFG, we begin engagements with our business clients by evaluating what is already in place, and identifying what areas need the most immediate attention. Experience has shown the following questions are a good starting point for business owners to ponder:
- Have you taken the time to explore a diverse set of strategies to properly manage taxes?
- Are you taking full advantage of executive compensation plans and are they structured properly to encourage management continuity?
- Do corporate retirement plans offer maximum allowable benefits for executives and key employees without excessive management fees and plan maintenance costs?
- Are employee benefit programs up-to-date and do they create employee loyalty?
- Are there properly structured buy-sell agreements in place with an up to date exit strategy?
- What’s your business worth in real terms?
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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
Crain's Cleveland Business is a print and online newspaper delivering local business news and information to Cleveland's business executives, which is published by Crain Communications Inc. The Crain's 2024 list may employ different methodology than described above for similar designations granted in other years. No clients were consulted and no fees were paid to determine the winners; the award is based on assets under management. Neither the participating candidates nor their employees pay a fee in exchange for inclusion on Crain's 2024 List. However, recipients may pay a fee to Crain, an affiliate, or an unaffiliated third party in exchange for plaques or article reprints commemorating the designation. The publication should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if the recipient is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of the recipient by any of its clients. Lineweaver Wealth Advisors was ranked in the Top 25 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2024. In 2023, Lineweaver Wealth Advisors was ranked in the Top 15 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2023. In 2021 and 2022, Lineweaver Wealth Advisors was ranked in the Top 20 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2021 and 2022 respectively.
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