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BUSINESSES

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INSURANCE

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RETIREMENT

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Ryan Logan's mission is to help his clients build financial independence. As a CFP® and Certified Family Business Specialist®, Ryan works with a team of advisors including CPAs, Business and Tax Attorneys, and Business Consultants who provide services to design custom-tailored wealth-building strategies for successful Business Owners, Executives, and Entrepreneurs.

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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