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Tom Meaglia, ChFC®, AEP®,


Chartered Financial Consultant

Investment Advisor Representative

Chartered Retirement Planning Counselor

CA Insurance Lic. #0567507


Meaglia Financial Consulting

2105 Foothill Blvd., #B140, La Verne, CA 91750


Toll Free: 800-386-3700

Bus:         909-593-6105

Cell:         818-681-8600

Fax:         909-593-6120




September/October 2022

Team up to Create a Financial Strategy for Your Business

Team up to Create a Financial Strategy for Your Business

As you know, managing a successful business requires that you focus on all things financial. That’s because the bottom line dictates almost everything you can or can’t do to move your business to the next level. But creating a solid financial strategy takes time, something that may be in short supply for many business owners. That’s why working with a professional planner can help.

The Big Picture
An overview of your company’s finances can start you on the right track toward growing your business. Reviewing revenue, assets, capital, inventory, etc., gives you a snapshot of how your business is performing. Understanding the financial health of your business can show you which areas are thriving, and which areas may need attention.

Why Use a Professional to Plan?
Having someone you trust to take over your business’s finances will allow you to focus on growing your company. A professional planner will know the latest trends that affect how your business is run and help you find ways to cut costs that you may not have considered. Arguably, the most important task a planner can undertake is working with you to create a strong financial strategy that will move the business forward.

First Steps
Your first steps should include creating a balance sheet and a cash flow statement. A balance sheet lists your business’s assets, debts and liabilities. Subtracting your liabilities from the total value of your assets shows you the net worth of your business.

A cash flow statement summarizes the sources and uses of cash in your business. Using data from the balance sheet and cash flow statement can help you project future earnings and determine where you want the company to be in the future. Together with your financial professional, you’ll then be able to formulate a plan for growing your business and the steps you’ll need to take to work toward your goals.

A financial strategy should also include tax and retirement planning and options for managing risk. Your financial and tax professionals can be a valuable resource.


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Investment advisory services are offered through Fusion Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.
Meaglia Financial Consulting and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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