Terry Bork
Financial Solutions
That Can Make
Your Life Better

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440-666-6032
Mr. Bork has presented many outstanding executive benefit plans that have helped us retain and compensate our key managers for over 25 years! As a third generation family-owned business, we could not have achieved our goals without Terry Bork’s assistance.
- David Cannon, former president & CEO of Towlift Inc.

BUSINESS OWNER LIFE-STAGE DESIGN

Take Bold Action to Advance Your Business

As a small business owner, your number one concern is growing your business.  To that end, you face a number of questions and decisions that affect not only you, but your other stakeholders as well.

  • Are your key people happy, or do you risk them departing for “greener pastures”?
  • Do your rank and file employees have good retirement options available?
  • Will the business suffer if a key employee dies or becomes disabled?
  • How and when will you exit the business?  Who will take over when you exit?
  • Will you have enough income to support your lifestyle objectives if you retire?

Your BOLD strategy starts with the current state of affairs, and ends with your strategy to exit the business.  It balances family needs and desires with business and employee needs and desires at every step along the way.

While encompassing a wide range of goals and strategies, BOLD allows you to focus on one area at a time to make strategizing and implementing more manageable.

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Take BOLD Action To Advance Your Business

 

Identify and prioritize business and personal concerns

Implement solutions to address them

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