Business Planning and Consulting

Business Planning and Consulting

Running a small business is difficult. Most entrepreneurs went into business because they love what they are doing, they love their product or service. They do not be bothered with the day-to-day accounting, finance, and cash flow management that must be done to have a successful business.

This is where Chipman Financial can help. Our team has a proven twenty-year track record of consulting and managing insurance, tax, legal, and financial offices coast to coast. We have consulted a range of companies from technology companies (an app company) to old line real estate and finance companies.

service single image
service single image

Business Planning and Consulting Services We Offer

Chipman Financial can help your company strategically allocate its resources to maximize return. We can also help with compliance, making sure you are doing it right. Another common area where we help is establishing retirement plans for small businesses.

We can also help you establish retirement plans such as 401ks, Simple IRAs, SEP IRAs, and Deferred compensation plans. As the owner, we can help you maximize your own share of retirement contributions. We can also help your employees establish 529 plans and save for their own retirements.

Contact Chipman Financial today for all your Business Planning and Consulting needs.