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

1600 Parkdale Rd, Ste 201, Rochester, MI  48307
(800) 213-1164
Check out the background of our investment professionals on FINRA’s BrokerCheck.

INVESTMENT ADVISORY SERVICES OFFERED THROUGH CPR INVESTMENTS INC., 1600 PARKDALE RD, STE 201, ROCHESTER, MI 48307  (800) 213-1164.

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 AND DO NOT OFFER LEGAL OR TAX ADVICE.