Managing risk by providing a tailored insurance policy to critical areas of a business or personal portfolio is essential to long term security. For business owners both personal and business insurance plans are developed together.
Having a sound exit strategy for business owners is at the core of Persoon Financial's strategic planning. Setting long term financial goals, measuring progress and adjusting the plan is part of our ongoing service package.
First we help free up much needed cash to grow your business and then develop a plan to invest a portion of the cash flow in secure vehicles that provide liquidity and a high rate of return that is integral to the business plan.