Aligning Your Business and Personal Aspirations
If you own a business, you know the weight that your decisions can carry. As business owners ourselves, we understand firsthand the pressure and challenges that you are up against. Our goal is to be a partner to you in creating financial and legal solutions to protect the employees you care for, the family you love, and the business you have built.
Our Capabilities
Financial
Planning
For business owners, your finances are usually interconnected with your business assets and cash flow. We help you coordinate your personal wealth with your business, ascertaining how to leverage both for your family’s needs and goals.
Retirement
Planning
As you think about your own retirement and transitioning out of your business, we will work directly with you to understand what an enjoyable retirement looks like to you. Our team will help develop a plan to support your vision, incorporating all aspects of your finances, from your investments and various streams of income to Social Security, legacy planning and healthcare.
Protection
Planning
As a business owner, you have multiple areas to consider when it comes to preparing for the unknown. We’ll help you consider and find solutions for protection regarding your personal wealth, your family, your business and your key employees.
Business
Strategizing
Our team serves as your partner in creating optimal wealth solutions that will support your business goals. From key person insurance to succession planning, McCall Benefits will advise you on customized strategies for your short- and long-term goals.
What Are Your Goals?
We’d love to learn more about your ambitions and how we can help prepare you to accomplish them.
Bring Penny to Your Team
Submit the form below to learn more about McCall Benefits workshops for your employees.