Succession Strategies Group Incorporated

founded in 1985, successions strategies group inc. provides the financial planning assistance that family business owners would need in order to grow and manage their wealth, provide security for their loved ones and successfully transfer management and ownership of their companies when it came time to retire. our star approach to succession planning creates custom strategies for you and your business in five key areas: family harmony, investment planning, risk management, cash flow management and estate planning. these strategies provide a holistic approach to growing, protecting, managing and ultimately transferring your wealth. we’ll start by taking the time to understand you and your business. we’ll ask the right questions to help you imagine what the endgame of succession should be, not just for you, but for the rest of your family too. then we’ll help you align your personal goals and your business goals toward achievement of that endgame. we’ll involve other family members to en