MAKING SENSE OF COMPLEX FINANCIAL PROBLEMS
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WE MANAGE ALL PHASES OF CORPORATE FINANCE

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Insurance Planning

Insurance Planning

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.

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Retirement Planning

Retirement Planning

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.

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Investment Planning

Investment Planning

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.

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Welcome to Persoon Financial

At Persoon Financial we handle a complete range of financial services for both corporate and personal clients. From Tax Planning, Capital Planning, Investment Strategies and Planning to Estate Planning, we have the experience and know-how to handle the most complex financial situations.

Our Clients

We welcome businesses small and large to work with us. Our staff is well versed in small business tax law and can handle financial security issues that are more common with larger public companies. Cash flow management and investment planning is part of our comprehensive service package.

Case Studies

Learn about the growth companies like Natural Smiles have achieved while working with Persoon Financial. We've fine tuned their cash flow, secured strategic financing to grow their dental practice and planned an exit strategy for the principles. We now act as a strategic partner for their business.

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