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Pacific Financial Designs, Inc.
2111 Palomar Airport Road, Suite 330
Carlsbad, CA 92011

Phone: 800-733-4487

Fax: 858-622-5025

Email: Contact Us

Business Planning

As a business owner you have worked too hard for too long to let it fail because of a lack of short and long-term planning. Pacific Financial Designs offers our clients Business Planning services that will help you take control of your business and its future by addressing key issues, including employee benefits, business succession planning, key executive insurance, non-qualified deferred compensation and financial management. Having a plan in place can provide for stability for the business while providing peace of mind for the owner.

The loss of a top manager or key executive due to a disabling injury or death would have devastating effects on most companies. Key man insurance allows businesses to plan for these unforeseen events and be prepared should disability or death strike.

Business succession planning addresses all potential contingencies that may affect a business or business owner including retirement, sale of a business interest, disability or death. With prudent planning, a business can be assured that funds will be available to provide flexibility in the event of retirement, disability or death of a shareholder or sale of a business owner’s interest.

Employers always seek an edge to recruit and retain valuable employees. Providing a retirement plan is one of the ways that employers are positioning themselves to keep employees energized and committed to the long-term success of the business. Pacific Financial Designs works with businesses of all sizes to develop retirement plans that are beneficial to creating loyalty among employees while keeping company costs down. We have the ability to work with your company to establish 401(k), 403(b) plans, Simple and SEP IRAs, and Profit Sharing Plans.