Value to You

Know Where You Are!

Whether you are a business owner or individual, knowing where you are right now is of prime importance. Unfortunately, for most business owners, knowing exactly where their business stands is difficult.

Here are a few questions to help you know:

Personal

Are you compliant in income reporting?
Do you have a will, estate plan, or health care directive?
Are you keeping track of your personal finances?
Is your budget working or not yet finished?
How about your retirement?
If you lost your job, what would you do?

Business

Are all your payroll taxes up-to-date?
Keeping track of dollars going in and out?
Are you charging the right price to make a profit?
Saving for a rainy day or business slow down?
Know what to do if business is interrupted?
Do you have a succession plan?

These questions are straightforward for some, but may be hard to answer for others. We want to help. But before we can, we need to help you to know where you are right now.

Click here to start our work together, specifically moving you to the next destination – knowing where you are going!

Know Where You're Going!

Now you have a good start on knowing where you are, that gives us a foundation to build upon. Once we strengthen your current standing, direction becomes the second step – knowing which direction to go.

To help move along step 2, consider these questions:

Personal

Have you changed jobs?
Relocating out of state for work?
Considering going back to college?
Starting a family or getting married?
Going through a separation or divorce?

Business

Are you close to retirement?
Do you intend to pass the business to your family?
How about selling?
What happens if I close it down?
Wonder if my competitors want to buy?

A great deal of life is up in the air and cannot be planned out. But for those aspects that can be directed, we need to get you moving to your ultimate end-game, whatever that may be.

You know where you are and are moving in the right direction, now let's consider what to do when you get there.

Know What To Do When You Get There!

You've planned well and have made a nice profit along the way with your business. Maybe you've finished teaching classes at the university, but don't know what's next?

Here are a few ideas:

Personal

Retire and move to Florida.
Travel without a return date.
Give more and volunteer for charity.
Join the Peace Core

Business

Sell the business
Turn operation over to others.
Keep the business running, hire new management.
Give it to the next generation of family.

Now that you can live off your retirement or business proceeds, protection becomes the focus. Now what? That is where we can continue to help. Let us become the quarterback of your various advisors. Contact us today to find out more.

	Home • Contact Us Helping You Build and Maintain Financial Control 952-808-8798 \| Haugen Binion & Company CPA's

	Relevant Presentation of Where You Are! Value to You Know Where You Are! Whether you are a business owner or individual, knowing where you are right now is of prime importance. Unfortunately, for most business owners, knowing exactly where their business stands is difficult. Here are a few questions to help you know: Personal Are you compliant in income reporting? Do you have a will, estate plan, or health care directive? Are you keeping track of your personal finances? Is your budget working or not yet finished? How about your retirement? If you lost your job, what would you do? Business Are all your payroll taxes up-to-date? Keeping track of dollars going in and out? Are you charging the right price to make a profit? Saving for a rainy day or business slow down? Know what to do if business is interrupted? Do you have a succession plan? These questions are straightforward for some, but may be hard to answer for others. We want to help. But before we can, we need to help you to know where you are right now. Click here to start our work together, specifically moving you to the next destination – knowing where you are going! Know Where You're Going! Now you have a good start on knowing where you are, that gives us a foundation to build upon. Once we strengthen your current standing, direction becomes the second step – knowing which direction to go. To help move along step 2, consider these questions: Personal Have you changed jobs? Relocating out of state for work? Considering going back to college? Starting a family or getting married? Going through a separation or divorce? Business Are you close to retirement? Do you intend to pass the business to your family? How about selling? What happens if I close it down? Wonder if my competitors want to buy? A great deal of life is up in the air and cannot be planned out. But for those aspects that can be directed, we need to get you moving to your ultimate end-game, whatever that may be. You know where you are and are moving in the right direction, now let's consider what to do when you get there. Know What To Do When You Get There! You've planned well and have made a nice profit along the way with your business. Maybe you've finished teaching classes at the university, but don't know what's next? Here are a few ideas: Personal Retire and move to Florida. Travel without a return date. Give more and volunteer for charity. Join the Peace Core Business Sell the business Turn operation over to others. Keep the business running, hire new management. Give it to the next generation of family. Now that you can live off your retirement or business proceeds, protection becomes the focus. Now what? That is where we can continue to help. Let us become the quarterback of your various advisors. Contact us today to find out more.

Helping You Build and Maintain Financial Control

Value to You