Small Business


Are You Really in Charge of Your Business?

You do your best to stay on top of all the issues facing your business. But while you’re busy with the day-to-day details, larger concerns may elude your attention. These can have a profound effect on your company’s future profitability—and even on your own retirement plans.


How do you answer the following questions?


  • Have you evaluated your retirement plan in the last six months?
  • Do you have access to health insurance for you and your employees?
  • Do you have business continuity insurance?
  • Would your company’s profits suffer if you became seriously injured or disabled?
  • Would you be able to meet your operating or overhead expenses?
  • Would losing a key employee have a detrimental effect on your business?
  • Do you have enough insurance coverage in case of a lawsuit?
  • If your business falters, will your personal financial situation be secure?
  • Do you know who will take over your business in case of your injury or demise?
  • Do you understand how a 529 college plan can benefit you and your employees?


If you don’t know the answers to these questions, or if the answers are mostly no, please call us today for a consultation at 972.755.9000. We’ve been helping small businesses with their financial issues since 1996. We can help you stay on top of yours.

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