In business, as in life, one should always look ahead. Like many achievers, our clients face numerous challenges on their path to success. Once there, these leaders, drivers and influencers will leave a permanent mark on our community — through their businesses, their philanthropy and their social contributions. And with so many accomplishments, it’s not surprising that many overlook the long-term details of their own financial lives. That’s where Goheen Financial Group steps in. We help clients accurately assess where they are today and how they will manage their business assets in the years ahead. Goheen Financial Group provides guidance, strategies and resources to maximize and protect assets, install benefit programs or advise on new opportunities. And when it’s time to transfer leadership to the next in line, we help clients develop a seamless succession plan without compromising the company or the bottom line.
We provide the knowledge and expertise to help you select affordable benefit options that attract and retain quality employees.Goheen Financial reviews quotes from all major health carriers such as: Blue Cross Blue Shield, United Health Care, Aetna, Principal, Pacificare and Assurant to ensure you have the option to select the plan that benefits you, your company and your employees.
- Corporate Benefits
- Health, Dental and Vision Insurance
- Life Insurance
- Health Savings Account
- Ancillary Products
- Short and Long-Term Disability Insurance
- AFLAC
- 401(k) Plans*
- Pension Plans
- Key Man Life Insurance
When preparing for the transfer of business control, Goheen will plan and install important safeguards and underlying structures that benefit you and your company.
Specialized tax advisors will map out strategies to protect company assets and minimize tax obligations.
To attract, retain and reward quality employees, we develop effective strategies for negotiating contracts and severance packages, and formulating competitive salaries and benefit plans.
We provide objective, third-party expertise in long-term corporate fiduciary administration, including escrow, structured finance, corporate finance, document custody, and default services through affiliate advisors.
To keep cash flow in check, we install cost-effective, systematic controls that help you track spending, pay bills and fulfill ongoing investment objectives.
**Securities offered through NEXT Financial Group, Inc. NEXT Financial Group, Inc. does not offer tax or legal advice.
