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Business Planning Services

Coordinated Financial Care brings together financial planning, insurance, legal, tax, and wealth management into a strategic alliance designed to make financial decisions feel seamless for clients. Services from our Coordinated Financial Care alliance professionals can guide you through major business decisions and ongoing accounting needs.

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Accounting

  • Bookkeeping
  • Full tax and accounting services for businesses
  • Outsource CFO
  • Payroll
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Business Transitions

  • Guidance for business acquisitions and sales
  • Succession planning
  • Valuations
financial coordination

Retirement Planning

  • Cash Balance
  • Installation of retirement plans, 401k, SEP-IRAs, and SIMPLE IRA

Services provided by Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.

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Comprehensive Evaluation

  • Clarification and utilization of corporate stock
  • Grants and options
  • Restricted stock units (RSUs)

Services provided by Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC.

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Group Health

  • Establishing and managing group healthcare plans
  • Insurance referral