For Professional Corporations

Whether you are running a professional practice or a small to medium-sized business, we can help leverage the financial planning that is essential to the protection and growth of your wealth.

As a successful entrepreneur, you have worked hard to expand your business and accumulate wealth. With this, your financial needs can become more complex and require dedicated attention and expertise.

At Welch Financial, we have a wide range of services that are specially tailored to assist business owners and professional practices maintain cash flow for current and future goals.

We understand the financial requirements and investment needs for professionals in a specialized field or industry. As such our goal is to help you manage the increasingly complex realms of your own business by offering a full-service financial strategy suited to help you succeed professionally. Some common areas that we can help include:

  • Business continuation and succession planning
  • Shareholder agreement consultation
  • Executive pensions
  • Individual pension plans
  • Keyman insurance
  • Employee benefit programs
  • Collateral insurance

With an extensive network of professionals, Welch Financial can ensure that you are receiving the most relevant, professional and effective consultation available, from maximizing wealth accumulation, to minimizing tax and investment risk with owning a business.

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