Business Affairs

    Regardless of whether or not you choose to work with CORE Financial, we strongly encourage you to contact a qualified professional if any items from the questionnaire require attention.

    Complete the following questionnaire to help you determine if any action should be taken regarding the financial preparedness of your business affairs.  If you would like us to contact you regarding any of the items below, please submit your contact information at the bottom of the page.

      1.) I know who will continue to operate my business if I die, become disabled, or retire.
      YNNA
      2.) I have a buy-sell arrangement in place that is currently funded.
      YNNA
      3.) My income is protected in the event I'm sick or hurt and cannot return to work.
      YNNA
      4.) My estate has sufficient liquidity to protect the value of my business at my death.
      YNNA
      5.) Income to my family is assured in the event of my death.
      YNNA
      6.) I know the financial impact on my business if a key employee terminates employment or dies.
      YNNA
      7.) My business has the resources to pay overhead expenses if I'm sick or hurt or unable to work.
      YNNA
      8.) I have a plan in place to repay my business loans if I die.
      YNNA
      9.) My employees and I are fully covered for health care costs.
      YNNA
    10.) I maximize my annual tax-favored plan contributions.
      YNNA
    11.) I am confident I'm fulfilling my duties as trustee of our company-sponsored retirement plan.
      YNNA
    12.) I am satisfied with our company-sponsored retirement plan.
      YNNA
    13.) My business uses selective employee benefits to attract and retain key employees.
      YNNA

    Provide your information below if you would like us to contact you (you can find our privacy policy HERE).

    Your Name (required)

    Your Email (required)

    Contact Number

    Subject: Business Affairs

    Your Message