In business, as in life, one should always look ahead. Like many achievers, our clients face numerous challenges on their path to success. Once there, these leaders, drivers, and influencers will leave a permanent mark on their communities through their businesses, their philanthropy, and their social contributions. And with so many accomplishments, it is not surprising that many overlook the details of their own financial lives, That is where Goheen Financial Group steps in.
We help clients accurately assess where they are today and how they will manage their business assets in the years ahead. Goheen Finanical Group provides guidance, strategies, and resources to maximize and protect assets, install benefit programs, or advise on new opportunities. And when it is time to transfer leadership to the next line, we help clients develop a seamless succession plan without compromising the company or the bottom line.
- Benefit Options: We provide the knowledge and expertise to help you select affordable benefit options that attract and retain quality employees.
- Life Insurance (variable, whole, universal, term)
- Short-Term and Long-Term Disability Insurance
- Health Care Insurance, Dental Insurance, and Vision Care
- 401(k) Plans
- Pension Plans
- Succession Planning: When preparing for the transfer of business control, Goheen Financial Group will plan and install important safeguards and underlying structures that benefit you and your company.
- Tax Reduction Strategies: Specialized tax advisors will map out strategies to protect company assets and minimize tax obligations.
- Compensation Planning: To attract, retain, and reward quality employees, we develop effective strategies for negotiating contracts and severance packages, salaries, and benfit plans.
- Corporate Trust Services: We provide objective, third-party expertise in long-term corporate fiduciary administration, including escrow, structured finance, corporate finance, document custody, and default services through affiliate advisors.
- Liquidity Management: To keep cash flow in check, we install cost-effective, systematic controls that help you track spending, pay bills, and fulfill ongoing investment objectives.
