Business Planning

Business planning isn't just about making or saving money — it's about creating new opportunities to reach your goals.

The aim of business planning is more than just managing your savings, investments2 or risk. It's about helping you plan for a future lifestyle that is as good as it can possibly be. You work hard so why not make sure your money is working as hard as you are.

Whether you are just starting, or you are a seasoned business owner, the advice of a professional financial planner can be critical in helping you achieve your business financial goals by developing a strategy that will work for you and your business.

I believe a financial advisor is your financial coach who will assist you in deciding what you want to achieve and set strategies to help you reach your business goals.


How Business Financial Planning Can Help You


Minimize current and future income tax burden*


Protect business continuity and success


Transition business to family


Provide for surviving family members


Ensure adequate retirement income Taxes*


Reward and retain loyal employees Retirement


Transition business to new owner(s) Employees


Finalize estate disposition goals and estate tax planning Business


*Neither RANDA Strategies LLC, its staff nor New York Life Insurance Company or its agents/affiliate provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. .


Business Financial Planning can make a big difference at every stage of business life cycle.

No matter what stage in the life of your business you are at it is never too early or too late to start planning for your business goals and objectives and protecting what you have or what you may have in the future.

RANDA Strategies supports clients through their every Business changing stages.


No matter what stage of your Business life cycle your are in, we can help you make the most of what you have!