Financial Planning For Business Owners
Retirement Plans
Your retirement plan is one of the most important benefits you offer your employees. In fact, it may be the only way many are saving for the future. Kraft Asset Management, LLC is here to help you make your plan the best it can be.
Everything we do is based on the simple fiduciary promise: to do what's right for you, your company and your employees, no matter what. It's the very same obligation you have as the sponsor of your plan - and we're proud to share it with you.
So what does it mean for you and your employees?
Transparent Fees
It means you'll know what fees you're paying and what you're getting in return.
Profesional Advice
It means our professionals will help you structure your plan so your employees have the greatest odds of achieving their most important goals.
Education & Guidance
It means your employees will have the help of an advisor, not just access to a platform to choose investments.
Retirement Readiness
It means the focus will shift from fund selection to enhancing and analyzing retirement readiness.
Most of all, it means you and your employees will have a better chance of achieving your retirement savings goals.
Risk Management
Running a business comes with risks, which could be financially devastating to the business and/or owner(s). We can help you protect against those risks with a comprehensive, individualized risk management plan that identifies risk exposure and works to minimize or eliminate it. A comprehensive risk management plan covers more than just insurance. It also addresses areas like fraud, key employee loss and disability.
Exit Planning
Deciding when to leave your business isn't easy. Many business owners have an emotional connection to the company that has been a large part of their lives for many years. Other business owners might be overwhelmed by the thought of planning for an exit when they are still working to grow the business.
The earlier you start the exit planning process, the more control you will have when the time comes. We are here to help.
The Kraft family has been trusted advisors for some of Nashville's greatest businesses for generations. Through the decades we've assisted businesses through the challenges that often accompany transition. Kraft Asset Management, together with our affiliates, 2nd Generation Capital and KraftCPAs, provide the following comprehensive exit planning services.
Wealth Management
We will work with you to evaluate all areas of your financial life to develop an individualized, comprehensive financial plan that gets you closer to your personal goals.
Tax & Estate Planning
We can help you maximize your legitimate deductions and reduce or eliminate federal, state and local taxes.
Valuation
A market-related valuation is key to measuring the success of personal financial plans and business plans.
Risk Analysis
We can assist you in identifying risk areas that impact business value and exit planning flexibility.
Strategic & Capital Advisory
We will work with you to identify actions that could improve business performance and ultimately increase your company's value when it's time to exit.
Investment Banking
We can help you find buyers or financing partners to facilitate the exit transaction.
The Kraft team includes Certified Exit Planning Advisors (CEPA) with years of experience. To receive the CEPA designation, professionals complete the rigorous four-day program that involves approximately 100 hours of pre-course study, 30 hours of classroom instruction and successful completion of a three-hour proctored examination.
User-Friendly Financial Dashboards
Kraft Asset Management's investment advisors utilize MoneyGuideElite® financial planning software to provide customized, goal-oriented plans for each unique client. Below is a sample client dashboard.
Sample dashboard is for illustrative purposes only.
Personal Financial Planning
We can help you develop an individualized, comprehensive financial plan including investment management, estate planning, retirement planning, income tax planning, risk management, cash flow management, insurance & education planning.