Eric S. Birdsall

Business Planning Specialist

Eric S. Birdsall is a financial advisor specializing in strategies for business owners.

  • Succession Planning
  • Estate/Inheritance Equalization
  • Risk Management
  • Asset Management*

 

Simplify

Eric is an advisor who is able to organize and simplify the complex nature of a business owners' financial picture in order to differentiate between the needs of the business and the personal needs of the owner.

 

Modern Tools

Eric uses modern tools to consolidate and manage the vast amount of information that must be taken into account for a comprehensive plan.  Using these tools he is able to help his clients confidently make decisions for the benefit of their families and businesses.

Comprehensive Approach

Eric's conversations with his clients cover many topics depending on their interests. Eric also works closely with his clients and their other advisors (i.e. - Attorney, Accountant, Property & Casualty Insurance agent, etc...) to help coordinate their efforts in a collaborative team effort.

 Contact Eric

To start your own conversation with Eric, plese contact him via the contact page, by phone, or by email.
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Retirement Plans for Small Businesses

With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

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