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CONNECT

Address:

9711 Washingtonian Boulevard Suite 350
Gaithersburg, MD 20878

Phone:

301-519-8525

Fax/Other:

301-560-6636

BUSINESS CONTINUATION PLANNING

As the owner of your business, you are critical to its' survival. You shoulder many responsibilities and encounter numerous challenges each day that demand your focus and energy. 

Unfortunately, many owners are unable to devote appropriate attention to important financial considerations for the future or on potential risks that may impact business operations and their personal lives, INCLUDING :

 

*  ARE  RETIREMENT INVESTMENT  PLANS  ADEQUATE

 

*  INABILITY TO WORK DUE TO ILLNESS OR ACCIDENT

 

LOSS OF A  KEY EMPLOYEE ON STAFF

 

DISABILITY  OR DEATH OF A BUSINESS PARTNER

 

BENEFIT  PLANS  FOR  RETENTION  OF KEY EMPLOYEES

 

Seeking advice and input from an experienced Financial Advisor may save you valuable time allowing you to make an informed decision. 

Consider the opportunity to meet with Suzanne Katz to discuss and examine options critical to your future.  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck