Businesses & Organizations

Remember, your business and personal finances are intricately linked…

If you are like most business owners, much of your time and focus is spent on executing your business plan. Oftentimes, as a result, your personal planning needs may take a back seat. It is important to remember that your business and personal finances are intricately linked, especially from a tax and estate planning perspective.

At CFG, we collaborate with your advisor to seamlessly merge your financial life. We provide a wide array of solutions to protect your business investment, attract and retain talent, and reward key individuals. We also focus on your personal goals within your business, including succession planning and exit strategies.

Explore Our Business Planning Offerings

    • Business Valuations*

    • Business Succession Planning & Exit Strategies

    • Buy/Sell Strategies

    • Key Person Insurance

    • Estate Plan Integration

    • Non-qualified deferred compensation plans

    • Retirement Plans

      • 401(k)

      • Profit Sharing

      • SEP and Simple IRAs

      • 403(b) – Defined Benefit

    • Group Insurance**

      • Health

      • Short- & Long-Term Disability

      • Life, AD&D, Long-Term Care

      • Dental

      • HSA, HRA, & FSA Plans

    • Discounted Voluntary Benefits

    • Executive Carve Out Benefits

    • Financial Planning Workshops

    • Financial Planning for Key Employees

    • Non-Qualified Selective Benefits

    • Deferred Compensation Plans

    • Salary Continuation Plans

    • Executive Bonus Plans

    • Split Dollar Arrangements

*Commonwealth Financial Group does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.
**Some health insurance products offered by unaffiliated insurers.