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Business Owners

As fellow business owners, we understand the late nights you put in to get your business off the ground. The joys of being a business owner are numerous, along with the challenges. Just as the health of your business’s balance sheet is critical to its success, the health of your personal balance sheet is critical to your personal success. Let us help you balance the needs of your employees, customers, and stakeholders with the needs of yourself and your family. Let’s schedule a time to talk today.

Unique Opportunities for Business Owners

As a business owner, you have access to many financial planning opportunities that the average individual does not. There are also services you can provide to employees that will make them feel more fulfilled in their job. While navigating these numerous opportunities and identifying the right ones for you can seem daunting, we are here to help guide you through the process.

Business Planning Services:

  • Key-man Insurance
  • Buy-Sell Arrangement
  • Group Benefits
  • 401k/Simple IRA/Sep IRA
  • Defined Benefit Plans (Traditional, Cash Balance Plans)
  • Executive Deferred Compensation Plans
  • Succession/Exiting Planning
  • Corporate structure

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