Business & Corporate Planning Services


Business And Corporate Planning Services

Business and personal lives are intertwined—one of the most important being financially. You’ve worked hard to bring your business to an significant level of success. We take a hands-on approach to business planning and explain how the overlap with personal finances can affect your overall financial situation.

Business owners and executives have critical and unique areas of focus. The Intrua team is well-versed in developing strategies in these and other areas:

  • Corporate and small business retirement plans
  • Cash-flow management
  • Executive compensation strategies
  • Business succession/exit planning
  • Key person insurance

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