It's difficult to separate the financial needs of your business from your personal financial needs and goals. That's why it's important to consider an integrated approach that addresses both your business and personal needs and where those needs intersect. Chain Bridge Financial brings you professional guidance and a network of specialists to provide you with innovative solutions to meet your unique needs.
Estate and Business Succession Planning
- Estate planning
- Trust services
- Liquidity planning
- Exit strategies
Personal Planning
- Retirement income
- Education funding
- Asset and income protection
- Investment services
Business Planning
Employee Benefits
- Group employee benefits
- Retirement solutions
- Benefits for select employees
- Employer-sponsored benefits
Business Planning
Risk Management
- Liability coverage
- Protect business from loss of owners or key employees
Business Life Cycle and Needs
startup | growth | maturity | transfer | |
---|---|---|---|---|
risk management | Protect against business liability Protect business from loss of owners or key employees | Expanded protection against loss of owners and key employees | Expanded protection against loss of owners and key employees | Review/transfer protection plans |
employee benefits | Group medical plan Group life insurance Group disability | Group Benefits
Basic retirement plans Selective retirement and benefits programs Employee benefit communication programs | Selective disability protection Long-term care insurance Selective retirement/benefit programs | Review/transfer benefits |
business succession | Buy-sell agreement | Review buy/sell agreement | Exit strategy | |
personal planning | Protect income stream Protect family Retirement plan | Review personal needs for owners | Review personal needs for owners Estate planning | Review personal plans for owners Review estate plans |