General Corporate Needs:

Josef Nejedly Consultancy provides services to businesses and companies that include:

  • Designing retirement and pension plans for your business
  • Conducting financial planning seminars for your employee group
  • Speaking engagements for your business or employee event
  • Professional consulting services on wealth management for your CPA firm, law practice, insurance brokerage or other professional services firm

All of our retirement and pension professionals have the Accredited Investment Fiduciary® designation, the industry standard accreditation for excellence and stewardship in the management and care of pension funds, foundation assets, educational and nonprofit endowments and other qualified monies.

Contact us to discuss your corporate service needs.

Business Succession

Whether you are a shareholder in a closely held corporation or a partner in a small company, having a business succession plan is vital. Not having a properly developed plan could mean the difference between getting full value for your business or liquidating your company for pennies on the pound.

Selling or retiring from a business is an intricate process. Special consideration should be given to taxation, retirement, ongoing and future management, employee welfare and the maintenance of your legacy.

The expert advisors at Josef Nejedly Consultancy can:

  • Assist in ensuring that your business is properly valued by analyzing the various appraisal methodologies
  • Evaluate which transfer path is best for your financial objectives (i.e., selling, gifting, or a combination of both)
  • Develop a strategy to gradually wind down your participation and ownership throughout a period of years as opposed to retiring immediately
  • Recommend vehicles for funding buyout or entity-purchase agreements among partners or shareholders
  • Create contingency plans in the event of a key owner’s untimely death or disability
  • Create a smooth transition plan for you and the new owners; whether they are family members or third-party buyers

Contact us to discuss your business succession planning goals.

How we tailor your account





First, we will help determine your time horizon, spending, risk tolerance and vision for the life you want for yourself and your family. With that important roadmap in hand, we evaluate your assets, compensation and property ownership to design a portfolio that maximizes tax benefits.

Then we take care of all the details: opening and transferring your accounts, making investment transactions and handling the record keeping aspects of managing your assets.

Our Services


If you are not certain where you are now, we can help you get a clear idea of your financial position as well as where you want to get to in the future.


Our professional Investment Advisors help you devise your personal investment strategy tailored to your individual needs and goals.


Our savings strategies involve our unique proprietary and third-party saving vehicles. Your financial future is in good hands with our training and support.


We provide professional services to help restructure your company, make your business more efficient or increase productivity and profitability.


We take time to look beyond your portfolio with you and learn about your needs, wants and aspirations. This way we prepare you for your possibilities.


Retirement changes your routine, your income and your taxes. Find out how you can get the maximum out of your pension to life the lifestyle you’ve earned.