Your needs are the most critical factor in our strategy.

Your Financial Success

While Assured Equity can assist with many aspects of building a financially secure future, we focus our efforts on working with family-owned and closely-held companies. Almost all of our clients started and built their own businesses or took over the reins of a family business. They work in the trenches every day to make certain that their hard work culminates in success.

While working with different companies over the years, we have discovered that a business will typically experience repeating cycles that look like an S-curve.

sigmoid curve of business growth
Sigmoid Curve Illustrating the Process of Growth or Decline

When a business opens its doors, it may struggle initially, then flourish and grow as it becomes fueled by the owner’s entrepreneurial spirit. Yet after a while—which may be years—the business can reach a plateau and stagnate. There are a number of factors that cause this, including the business becoming too large for its structure, which requires the addition of staff to take it to the next level. Depending on the efforts of the owner and other factors, the business may fail to recover, and die; or it may begin growing again. The cycle then repeats. Our goal is to help businesses through both the highs and lows of this cycle.

The  Benefit Packages that Assured Equity can make available can attract and reward your employees; Financial and Estate Planning strategies can help ensure your own financial security while you focus on your business; and when it's time to sell or pass the business to the next generation, we can help you experience a smooth transition.