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 OUR SERVICES

SMALL BUSINESS PLANNING

SMALL BUSINESS PLANNING

As a small business, we understand the unique challenges that the business and its owners may encounter. Because of this understanding, working with small business owners is one of our strengths.

​We have the first-hand experience required to implement advanced financial planning strategies to help create the best possible advantages for business owners and their employees. Our services offered include, but aren't limited to:

  • business implementation and advising

  • creating employee benefit plans

  • establishing business continuation plans

  • facilitating buy/sell agreements

Great Oak Financial, Financial Advisors in Alpharetta, GA, Small Businesst Planning in Alpharetta

Please note that Great Oak Financial, Inc. and their representatives do not give legal or tax advice. Consumers are encouraged to consult their tax advisor or attorney.

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