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STAGE 1: START-UP

STARTING YOUR BUSINESS ENTERPRISE off ON THE right foot 

You might think of financial planning and wealth management strategies as being relevant to personal money and assets. The reality is that businesses also benefit from wealth management principles and products. Stage Wealth Management’s team of experts can help you establish financial goals for your business and create roadmaps to reach them.

Getting Off to a Great Start

Similar to personal wealth management, there are five stages in the life of your business. In the first stage, we focus on what’s needed to start up properly. You know the type of enterprise you want to run. You’ve done the research to know who your customers are and other foundational business concepts. Now is the time to start thinking about a financial plan that pushes you toward your near-term and long-term goals.

Some common stage 1 business financial focuses include the following:

  • Payroll services
  • Benefits for employees, including sponsored health insurance
  • Retirement plans
  • Risk management through business insurance products
  • Business tools

Running a successful business means planning for all the moving parts, especially where internal financial practices are concerned. The Start Up period is critical for planning and starting good habits. Let us work with you to come up with a workable plan that prioritizes your business’s needs and goals.

Starting Now

Your company’s future is calling. Heed the call by giving us a call at 844-782-4396 to discuss your company’s financial future.

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