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FINANCIAL PLANNING FOR NH BUSINESSES

Many business owners are unable to maximize their personal financial growth while also implementing their business plans. At Sky Peak Financial, we believe one should not take precedence over the other.

Our economic approach addresses all aspects of your business growth. We will identify the areas that are preventing you from achieving the most financial success, and establish a plan to bring greater value to your efforts.

PROTECT YOUR BUSINESS INVESTMENT

Business Valuations *
Business Succession Planning & Exit Strategies
Buy/Sell Strategies
Key Person Insurance
Estate Plan Integration

REWARD KEY PEOPLE IN YOUR BUSINESS

Financial Planning for Key Employees
Non-Qualified Selective Benefits
Deferred Compensation Plans
Salary Continuation Plans
Executive Bonus Plans
Split Dollar Arrangements

* Used for the sole purpose of giving our client a fair and unbiased assessment of where the business stands and how it relates to their financial strategy. It is not intended for tax or potential selling purposes.

ATTRACT & RETAIN QUALITY EMPLOYEES

  • 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 and FSA Plans
  • Discounted Voluntary Benefits
  • Executive Carve Out Benefits
  • Financial Planning Workshops

FINANCIAL PLANNERS FOR BUSINESSES

At Sky Peak Financial, our capabilities are diverse. We have a close partnership with Commonwealth Financial Group, and our team dedicates personal attention to each client. We offer fee-based consultation, short-term problem solving, and long-term comprehensive planning.


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