Chris Geldert CPA, CA, CLU, CEA
Navigating corporate structures and the insurance world can be difficult. I specialize in assisting business owners protect, realize and transfer the value of their business and corporate wealth. I guide owners through the process and work with their various professionals to ensure solutions implemented properly manage risks and maximize benefits. Above all, I work to earn your business.
Now May Be a Good Time to Review your Estate Plan
Blog, Estate PlanningInsurance Planning for Incorporated Professionals
Blog, Buy Sell, Critical Illness Insurance, Disability Insurance, Group Benefits, health benefits, incorporated professionals, Insurance, Life Insurance, Travel InsuranceShielding Your Family From Your Creditors With Life Insurance
Blog, Debt, Life InsuranceThe Five Steps to Investment Planning
Blog, Financial Planning, InvestmentDon’t lose all your hard-earned money to taxes
Blog, taxGroup Life Insurance – Only Part of The Solution
Blog, Group Benefits, Insurance, Life InsuranceFive Ways To Withdraw Money From Your Business In A Tax-Efficient Manner
Blog, Business Owners, corporate, taxIs it Time for Your Insurance Audit?
Blog, Insurance, Life InsuranceFinancial Planning For Self-Employed Contractors
Blog, Business OwnersEstate Planning for Blended Families
Blog, Estate Planning, Family