Owners of Construction Companies
As a contractor or business owner in the construction industry, your financial situation requires a more specialized strategy. But your time is limited, and so often, there is a lack of coordination, and many opportunities to take your planning to the next level…to get from where you are, to where you want to be.
The Construction Planning Group, a practice within a practice, specializes in financial planning for contractors, and business owners associated with the industry. Your financial planning must take into consideration a more sensitive balance sheet, the need for working capital, multiple levels of tax, your most important employees, banking borrowing and bonding considerations, set-aside program restrictions, and personal guarantees.
Our team provides you with expertise in the following areas:
- A customized financial plan
- Income tax reduction strategies
- Strategies to retain and benefit your most important employees
- 401(k)/Retirement plan design and management
- Investment planning and cash management
- Succession planning
- Buy-sell agreements
- Life insurance strategies
- Estate distribution & probate avoidance
- Estate tax reduction
- …and more
We work closely with your advisors, such as CPAs, attorneys, and bonding representatives, if applicable, to coordinate and assure your plans are aligned to reach your long-term goals.
The result— a customized and complete strategy to protect and maximize your wealth. So you can focus on your business, the people you care about, and ultimately reach your goals.
