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Business Planning

As a small business owner, you have been pouring every ounce of your energy into your business over the years. It is easy to forget about planning for the future. At Buffalo Financial we can help you integrate your business and personal planning into one. We help find synergies that may help provide you unique tax and retirement planning opportunities. Below we have a few of the services we offer to local business owners:

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Business Solutions offered with our practice:

  1. Tax Planning
  2. Debt Analysis
  3. Buy/Sell Agreements
  4. Risk Management
  5. Asset Protection
  6. Exit Planning
  7. 401k Solutions
  8. Small Business Retirement Planning

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Wealth Management Solutions Customized for You.

We offer a wide range of financial planning and investment management solutions for individuals, families and businesses.

Investment Management

Financial Planning

Insurance Planning

Business Planning

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Understanding Our Approach.

We integrate your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.