For Business Owners
As business owners ourselves, we know it can be hard to plan.
The service your business provides is important to your customers, and you serve them well. But are you taking care of yourself and your business’ needs? It can be very hard to separate the roles of “business owner” and “head of household”. That is why our financial planning process is designed with business owners in mind.
Let us partner with you to consider taxes, employee satisfaction, business continuity, and more. If you’ll allow us, we will help you develop a plan for your business and your personal lives to ensure that you are doing the right things in both areas of your life.
Our Services
Determine Your Business Retirement Plan
There are many factors to consider when looking for an appropriate retirement plan solution. The size of your business, employees, and revenue all are important considerations. Our team will help you determine what is your best option both from a tax perspective as well as from the cost of implementation.
Support Business Transitions
Whether you are looking to create a continuity plan, reward key employees, or are looking to sell your business, we can create a plan that will help you reach your goals.
Review Current Retirement Plan
We are impartial and will give you objective advice as to your current retirement plan. We will analyze costs, if it is providing the most benefit to your company, and if it is maximizing tax planning strategies.
Recommend Professionals
We have a network of other professionals if you need recommendations for attorneys, accountants, etc.