TEN Planning Ideas for You and Your Business to Consider for 2014

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  • Update your personal estate plan

  • Evaluate your wealth planning goals and objectives

  • Review your coverages with your insurance professional

  • Re-examine your mission statement

  • Establish an advisory board of individuals

  • Examine your Human Relations policies

  • Evaluate the effectiveness of your marketing plan

  • Structure your succession plan

  • Have your accountant perform a stress test

  • Engage Reager & Adler to perform a legal audit

Call us at 717-763-1383 to let us know how we may assist you in getting this in motion before the end of the year and get a jump start on 2014!

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Harrisburg Magazine Readers' Choice 2011