The Living Balance Sheet®

Every financial decision you make has an impact on your business, your life.

Business owners have unique needs for protection and growth. A qualified insurance and financial professional can provide solutions and guidance. Too often, business owners ignore or delegate the responsibility of company insurance and benefits planning. Through team building, and forming strategic alliances with our clients’ current advisors, The Woody Financial Group oversees all aspects of a business’ financial growth and security. Business Planning Services include:

Corporate Benefits Solutions

401(k) and Retirement Planning

Key Employee Insurance

Selective Benefits for Key Individuals

Business Continuation

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No two business owners are alike. There is no one definition of success.

The Living Balance Sheet^® and your trusted financial representative provide a highly personal approach to helping you develop strategies, based on your specific ambitions and a deep understanding of your financial circumstances. So no matter what your goals are, you can find the best way to achieve them.

Strike the right balance between your business and personal financial goals.

Your business and your life aren’t separate. The Living Balance Sheet^® is a holistic financial model that gives you an integrated picture of your financial world.

Your vision for your business is unique to you. Your financial strategies should be, too.

By viewing both your personal and business balance sheets at the same time, you and your financial representative can study opportunities across all areas of your finances and develop strategies that have the most positive impact across the board.

What’s next?

Every business owner has a different story. Some begin with an entrepreneurial vision and are actively working to expand their business. A surprising number become business owners without planning to, by inheritance or in some other fashion.

Even for people who do purchase a business or start one from scratch, ambitions change over time. The Living Balance Sheet^® is a highly personal and adaptable solution that can help you create your own success story, whatever that means to you.

The Living Balance Sheet^® gives you an organized and streamlined view of your financial decisions across your business and personal life.

The Living Balance Sheet^® for Business Owners:

Seamless integration between your personal and business finances.

Strategy testing to demonstrate the impact decisions will have on your financial well-being.

Help selecting and designing the business sponsored benefit plan that will meet your needs.