Business Planning
Simplifying Complex Wealth and Retirement Planning
Whether it’s a 401(k) for a large corporation, a SIMPLE IRA for a small company, or a defined benefit plan for a closely held business, we know the most effective platform to maximize tax-deductible contributions so you can retain more of your earnings.
Business Valuations and Consulting
Since few things are more important to a business owner than the value of their business, we will help you determine a realistic value to maximize your life’s work and passion.
Fiduciary Retirement Plan Oversight
We’ll partner with you and the rest of the trustees on your company’s retirement plan, ensuring that your many responsibilities and duties are both acknowledged and fulfilled.
Employee Retention Strategies
You don’t always have to offer the same thing to all of your employees, and we can help you develop a plan to reward those employees who are most crucial to your success.
Succession Planning
Ensure that your business will continue to run efficiently without you through the use of buy/sell agreements, key man, and other insurance strategies.
Executive Benefits and Deferred Compensation
We can help you and your top employees sustain and maximize your growth by directing your discretionary cash flow into tax-advantaged, long-term solutions.
Our Difference
Our wealth of experience, paired with our personal touch gives our clients the momentum to achieve their dreams.
Professional Advice.
One Click Away.
Buffalo Office:
126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
Syracuse Office:
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
CenterBridge Planning Group
This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy
© 2024 CenterBridge Planning Group
Syracuse Office:
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
Buffalo Office:
126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
CenterBridge Planning Group
This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy
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