800 213-1164

Business Owner

The short vignettes below bring to life ‘real issues’ that are unique to business owners that we can help with:

401k Fiduciary Review – have you had your 401k Plan reviewed lately?

What Keeps You Up at Night – The best of plans don’t always work out.


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The Attorney Speaks – Succession Planning – Is your succession plan in place?

This Happens to Other People – What would happen to your business if you were in an serious accident or had a serious illness?


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The Bumpy Road Ahead – When is the last time your business was evaluated to make sure your ‘Buy/Sell’ agreement is up to date?  Do you have or need a ‘Buy/Sell’ agreement?  Is it funded?

The Power of the Entrepreneur – Entrepreneurs generate over 65% of new jobs. While they work hard for us, they need an advisor team working for them.

   

QUICK CONTACT

5746 24 Mile Road Shelby Twp., MI 48316
(800) 213-1164
Check the background of our affiliated Broker Dealer, Ausdal Financial Partners, on FINRA’s BrokerCheck.

INVESTMENT ADVISORY SERVICES OFFERED THROUGH CPR INVESTMENTS INC. CPR INVESTMENTS INC. DOES NOT OFFER LEGAL OR TAX ADVICE. INSURANCE PRODUCTS ARE OFFERED THROUGH VARIOUS INSURANCE CARRIERS.

CPR INVESTMENTS INC IS AN SEC REGISTERED INVESTMENT ADVISER, NOTICE FILED IN THE FOLLOWING STATES: AZ, CA, FL, IL, MI, NE, NM, NV, NY, OH, OR, SC, TX, VA & WA. THE ADVISER MAY NOT TRANSACT BUSINESS IN STATES WHERE IT IS NOT APPROPRIATELY NOTICE FILED, EXCLUDED OR EXEMPTED FROM REGISTRATION.  INDIVIDUALIZED RESPONSES TO PERSONS THAT INVOLVE EITHER THE EFFECTING OF TRANSACTION IN SECURITIES, OR THE RENDERING OF PERSONALIZED INVESTMENT ADVICE FOR COMPENSATION, WILL NOT BE MADE WITHOUT REGISTRATION OR EXEMPTION.

SECURITIES SERVICES OFFERED THROUGH AUSDAL FINANCIAL PARTNERS, INC. MEMBER FINRA / SIPC, 5187 UTICA RIDGE RD DAVENPORT, IA 52807 (563) 326-2064. CPR INVESTMENTS INC AND AUSDAL FINANCIAL PARTNERS, INC ARE SEPARATELY OWNED AND OPERATED.