Why Perform an Analysis/Roadmap?
A financial Analysis/Roadmap helps identify the proper structure for your corporation with a focus on limitation of corporate liability; current and future tax opportunities; identifying wealth and retirement options; exit planning and succession road mapping; and estate planning. It also helps identify tax saving strategies.
Why Perform an Analysis/Roadmap with Serre Financial?
At Serre Financial, we examine the bigger picture now and at every stage until your retirement—even from an estate standpoint
Our primary focus is building a strong foundation. This allows for future growth and expansion without recurring high costs.
In the long run, we have in mind the potential sale of your company in a way that minimizes the taxes, and without having to reorganize everything.
Retirement is another key focus - understanding where the client income will come from and at a the preferred tax rate.
Finally, our planning for estate issues helps minimize the tax and defer them to the next generation with minimal cost.
