Tax-Advantaged Business Planning Advanced Strategies for Business Owners & Real Estate Investors...If you own a business or invest in real estate – or are thinking of starting a business or investing in real estate – your financial situation just got a whole lot trickier.You need a financial advisor who understands the intricacies involved with business ownership and real estate investment, including:How the business is structured; How assets are owned When to buy or invest in new capital; How to take money out of the businessLeft unanswered and without sufficient strategies, these questions could cost you a fortune in unnecessary taxes. Not all New Jersey financial advisors are equipped to help you answer them, but at JFL Total Wealth Management, we specialize in providing Tax-Advantaged Business Planning. We know how to start and manage a business, we understand the tax benefits and challenges, and most importantly, we can confidently manage both the business and personal financial matters concurrently.Tax strategies are essential to our practice, and we will work diligently to defend what you worked so hard to achieve. In addition to our advanced tax strategies, here are some of the services and products offered to business owners and real estate investors:Retirement PlansDefined Benefit (pension, 412(i))Defined Contribution (SEP, SIMPLE, 401(k), Profit Sharing)Retirement plans focusing on larger contributions to owners and key employeesFiduciary- we legally act as a fiduciary and in the best interest of your employeesIndividual counseling – for retiring employeesInsurancesLong-Term CareExecutive Disability ProgramsLifeBusiness Continuation & Executive Compensation ProgramsBuy/Sell funding programsSuccession Planning CounselingKey Man Retention ProgramsSupplemental Executive Retirement PlansDeferred Compensation162 Controlled BonusSplit DollarKey Man Insurance programsPersonal Financial PlanningFor business owners and key executivesEstate planningInvestments and personal insuranceInsurance, risk analysis, and risk evaluationTax planning and tax reduction strategiesCoordination with your other professional advisorsIntergenerational wealth transfer strategiesCharitable givingSocial Security planning Disclosure: Triad Advisors, LLC does not provide tax advice. How Can We Help? Name Email Address Phone Question Thank you! Oops!