Navigating the Complex Financial Environment
Triton Financial is committed to identifying, creating and providing access to some of the best, most innovative investment ideas and opportunities for you and your business. Our role is to help you make smart, well-informed decisions - providing you with greater financial independence, peace of mind, and security.
For our business clients, we offer cutting edge benefits programs for companies that want to give their employees the very best in benefits while containing costs. Not only can we provide a cost-effective and robust benefits package, but we combine these programs with comprehensive financial advice from an objective source to help employees make the most of their benefits.
For small to medium sized businesses, we provide advice and assistance in setting up and managing their profit sharing plans, 401(k) plans, defined benefit plans and other pools of assets.
We can also help business owners with their succession plan and exit strategy so that they can maximize the value of the business they have worked so hard to succeed for many years. Successfully exiting your business takes careful planning and requires dedicated resources of both time and money to make it happen.
As an experienced business advisor and successful entrepreneur, I can assist and provide guidance throughout the process. I also work with the quality professionals you may need to help with the process, such as a business attorney, M&A consultant, insurance professionals, CFO, and sales and marketing consultants, should you not have them already on your team.
If you are looking for a firm to partner with for all your financial needs, give us a call. Contact us to schedule your free, introductory consultation.
Listen to Bob live on his weekly radio show every Wednesday at 10:00 a.m. on WCRN AM 830.
Or listen to excerpts from the show via the Financial Focus blog.
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