Business Planning

Our experts work with business owners and corporate executives in order to understand the unique estate challenges and tax implications of wealth transfer specific to business ownership. 

 

  • Plan, preserve wealth, and minimize tax liability.

  • Identify long-term financial strategies for financial longevity.

  • Review executive life insurance plans.

  • Optimize management or investments.

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Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, MemberFINRA/SIPC .


Financial Advice is offered through Mid Atlantic Financial Management, Inc. (MAFM) a Registered Investment Adviser. Adair Financial Group is not a registered entity or a subsidiary or control affiliate of MACC or MAFM. Check the background of this investment professional on FINRA's BrokerCheck