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Business Services
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Ken Byers & Associates is an independent, fee-based advisor. We help our clients build and preserve their wealth. Our planning process involves gathering facts, making observations and recommendations and then implementation. We serve as value-added buyers of services including investments, insurance and related products.
Business Succession Planning Business owners face unique pressures, like maintaining market share and profitability, dealing with suppliers, meeting project completion dates, financing projects and handling competitive issues.
While business owners concentrate their efforts on these important issues, we at Ken Byers & Associates handle business and succession planning for them. We analyze change of ownership scenarios to help maintain business succession and ensure an orderly transition from one owner to another or from one generation to the next.
Retirement Planning for Business Owners
Our country’s multi-layered tax structure provides many opportunities for the business owner to build a substantial retirement fund. The proper plan design is the key to creating the largest benefit possible.
Rather than force a square peg into a round hole, Ken Byers & Associates custom designs your plan so that it meets your objectives. We realize that sometimes you have to step outside of the nine dots and not be limited by the conventional approach to retirement planning.
Following the plan design stage, our focus concentrates on implementation of the plan and constant monitoring of the economic and tax environments. The world changes a little every day and we believe your planning needs to respond to these changes.
Qualified and Non-Qualified Plans
Ken Byers & Associates provides comprehensive corporate benefit planning services to help deliver cost-efficient qualified plans. We have been designing and installing pension, profit sharing and 401(k) plans since 1978. These benefit plans help companies recruit promising executives and retain valuable employees at all levels of the company. We also provide our clients seminars geared towards educating employees on investments, both as individuals and as participants in a 401(k) plan.
Ken Byers & Associates assists business owners with a number of strategies designed to retain and reward those people who have the most impact on the bottom line. The success of the business is predicated on their continuing contribution. Commonly referred to as “Golden Handcuffs”, these plans (often tied to performance) help ensure that your key executives will remain “your” key people.
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