Planning for Mid-Sized Corporations
As a principal of a midsize corporation, you face unique personal and business challenges when it comes to managing risk for your business and personal assets, as well as the compensation you’ve come to depend upon to support your lifestyle. At Eagles’ Club, we focus on this “triangle of business, personal and employee protection planning,” carefully advising you on the many details involved in aspects of your financial security. Contact us for financial planning in California & Nevada.
Business Protection Planning
Your corporation represents a significant portion of your financial life, including your assets, income, and the sheer amount of time you invest in your business. For midsize corporations (defined as $5-200M), your needs may be too large to receive many of the benefits offered to small businesses, and often too small to accommodate the salary requirements of a high-powered CFO. By leveraging the business planning services available to advisors at Eagles’ Club, we serve as your corporate CFO to:
Company Protection Planning To survive and thrive in today’s competitive business world, your company must have the power to attract and retain employees who bring consistent and sustained value to your business. To help attract and retain high-value employees, advisors work with you to:
Personal Protection Planning for Business Owners - Advisors at Eagles Club have access to comprehensive financial planning services for business and individual owners of midsize corporations (typically with 50-500 employees). Working in concert with your corporate CPA and attorneys, we design a plan to:
Eagles' Club in LA, CA for assistance with managing your portfolio.
Eagles' Club
Administration office:
120 Encino Avenue
Camarillo, CA. 93010
Los Angeles Office
10880 Wilshire Blvd. Suite 2222
L.A, CA. 90024
Fax: 818-992-9997
Toll Free: 866-900-AIDA
aida.eaglesclub@adviserfocus.com
Mutual of Omaha Investor Services, Inc. and its representatives do not provide tax or legal advice. Any tax or legal information provided here is merely a summary of our understanding and interpretation of some of the current regulations and is not exhaustive. Tax-law is subject to frequent change; therefore it is important to coordinate with your tax advisor for the latest IRS rulings and specific tax advice, prior to undertaking an investment plan.
Securities offered through Mutual of Omaha Investor Services, Inc. a Registered Broker/Dealer. Member FINRA/SIPC. Advisory services offered through Mutual of Omaha Investor Services, Inc., a SEC Registered Investment Advisory Firm. Eagles' Club and Mutual of Omaha Investor Services, Inc are not affiliated.
Securities, Insurance and Advisory licensed in State of California. California Department of Insurance License Number 0660322. Also Insurance licensed in Kentucky.