Business Planning

Pave your company’s road to success by developing a proactive and purposeful business plan designed to address your common workplace needs. Our consultation services will provide you with comprehensive, case specific and tax efficient solutions to help manage your concerns and increase the efficiency of your business.

Our business planning concentrations include:

  • Asset Protection
  • Risk Management
  • Continuity and Succession Planning
  • Business Owner/Key Executive
  • Compensation and Benefit Planning
  • Employee Recruitment and Retention Strategies
  • Employee Incentive Plans
  • Tax Reduction Strategies
  • Non-Qualified Deferred Compensation Alternatives
  • Supplemental Retirement Plans
  • Exit Strategies

Heafner Financial can match your business’s needs with the strategies most capable of accounting for them. Let our services help to streamline your business plan!

Business Planning

Our Team

Blake Boelke

New Business Support

Blake Boelke

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Cassie Bishop

Customer Service Manager

Cassie Bishop

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Alexandria Davis

VP of Operations

Alex Davis

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Kristina Fausel

Director of New Business

Kristina Fausel

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Anne Wright

Director of First Impressions

Anne Wright

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