Business Solutions

Establishing a strong financial foundation for your business is about more than monitoring cash flow and meeting quarterly goals. Many have to consider how to recruit and maintain top employees, protect the company against legal action, and create a succession strategy for the future. At Atlantic Planning Group, we understand the intricacies involved with running a business, and we’re here to offer customized solutions that support your company’s entire financial picture. 

We’ll analyze where your business is now and talk about where you’d like to be in the future, both personally and professionally, so we have a clear picture of all your needs and goals. As a business owner, you rely on the success of your company to ensure your personal finances stay on track, and your personal goals often influence your business. That’s why we help you see the whole picture as we develop customized strategies to help you meet your objectives.

We’ll identify potential gaps and areas of improvement, then help you find the right solutions to support the success of your business and your future. We offer innovative solutions and tools to ensure you have everything you need for each stage of your business’s growth. Some of our services for business owners are outlined below.

  • Executive Benefits

  • Succession Planning

    Exit Planning Questionnaire

  • Key Person Insurance

  • Funding Buy-Sell Agreements

  • Funding Deferred Compensation