Financial Consulting

The advisors at Juncture Financial Group, LLC have acquired knowledge and experience in a broad scope of business and financial service areas.  This includes not only in-depth knowledge of financial markets including financial planning and investment management disciplines, but also how they relate to individual, corporate, small business,  professional practice, and institutional environments. Some of the areas in which we can add value are:

• Business entity analysis
• Business continuity and succession planning
• Business acquisitions, divestitures, and valuation
• Compensation plan design
• Employee benefits
• Executive and/or key person compensation benefit arrangements
• Retirement plan design and administration
• Fiduciary reviews
• Due diligence for third party money managers
• Risk management and insurance reviews
• Board of directors or advisory board membership
• Creation of family foundations
• Financial education programs and workshops
• Expert Witness

We provide consulting services on an hourly fee basis.  The hourly fee is determined based on the complexity of the subject and hourly billing rate of the advisor providing the service.