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Miller & Hurt Wealth Advisors

  •  Tel: 3216322996
  •  Fax: 321-632-5292

    Miller & Hurt Wealth Advisors

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    Proactive Planning

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    Helping You

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    3. Business Planning

    Business Planning

    Attracting and retaining key employees is essential in a competitive environment. Toward this end, qualified benefits, including 401(k)s, pension and profit sharing may apply, as may non-qualified programs, such as Key-man insurance protection, stock options and deferred compensation arrangements.

    In estate planning, one of the most important decisions a business owner must make is whether the business should be kept or sold. If the business is to flourish into the next generation, the owner must select the appropriate person to continue its operation. Miller & Hurt Financial Group can assist individuals in designating an appropriate third party or family member to continue the business through buy/sell agreements or other viable legal entities.

    An additional consideration is providing enough liquidity to ensure that the business need not be sold in order to pay the estate taxes. Our services help clients quantify the impact and designate the assets necessary to pay as little tax as possible.

     

    Please note that Miller & Hurt Wealth Advisors and their representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

    Our Services

    • Investment Planning
    • Insurance
    • Business Planning
    • Retirement Planning
    • Estate Preservation
    • Long Term Healthcare Planning
    • Charitable Giving

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    182 Barton Blvd
    Rockledge, Florida
    32955 United States

    •  Tel: 3216322996
    •  Fax: 321-632-5292
    •  charlene.delaney@securitiesamerica.com

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      Securities offered through Securities America, Inc., member FINRA/SIPC.

      Advisory services offered through Securities America, Inc.

      Miller & Hurt Wealth Advisors and Securities America, Inc. are separate entities.

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