Business Planning

Entrepreneurs face a host of unique challenges.  They also have a number of planning opportunities at their disposal that are not generally available to the traditional employee.  National Financial Network has helped thousands of business owners manage risk, create tax deductions, reward key employees, and coordinate business balance sheets with owners’ personal balance sheets.

The US Tax Code offers the entrepreneur a long list of retirement planning options that help to create tax deductions today, while saving for retirement.   Often working directly with our clients’ Accountants, we help to determine which of the many retirement plans would best fit each unique circumstance.  These include SEP IRA’s, 401(k)’s, SIMPLE IRA’s, Profit Sharing Plans and Defined Benefit Plans.  Of course, these retirement plans are often one part of a more comprehensive exit strategy, since there may come a day when the business has to be sold or passed on to the next generation.

In addition to helping entrepreneurs bridge the gap between personal and business finances, National Financial Network will also work directly with the stakeholders to develop a business continuation plan (i.e. Buy/Sell agreements), and if desired, develop  employee retention plans through the use of Deferred Compensation Plans and other reward programs.

Richard Branson, founder of Virgin Enterprises, once said “Business opportunities are like buses, there’s always another one coming”.  Of course, staying abreast of those opportunities while managing a business is easier said than done.  Partnering with National Financial Network will give you the assurance that you have a partner who is constantly looking for “the next bus” when it comes to planning the finances of the business you worked so hard to build.

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Award winning year for Financial Advisor
Robert C. Votruba CFS, MBA, Ph.D.

It is my pleasure to share the news of another award-winning year for your Financial Advisor, Dr. Robert Votruba. In 2019 Robert was recognized with the following achievements…

  • For the third consecutive year, Park Avenue Securities named Robert as their top Investment Advisor and Registered Representative; their highest honor. Over 2,500 Representatives compete for this national award.
  • In addition to national recognition, Robert also received National Financial Network’s Wealth Management Leadership Award, our highest local honor, for the 12th consecutive year.
  • Dr. Votruba earned the National Financial Network Leadership Award and was promoted to Executive Vice President.

Dr. Votruba is entering his 26th year in the financial services field. His academic background combined with his industry experience and award-winning performance make him one of the most talented Advisors in the industry. I know that Robert finds it a privilege and honor to serve you and hope that you find comfort in knowing that your Financial Advisor is among the finest in the industry.