Financial Planning for Business Owners & Entrepreneuers.
It’s important for a business owner to work with an advisor that understands the challenges of owning a business and managing people. There is no better way than to find an advisor that actually has entrepreneurial experience. [more about me]
Below are a few of the services we offer our business owners & entrepreneur clients:
- Strategy & expansion planning.
- An investment strategy specifically formulated to diversify a client’s exposure to their concentrated business asset.
- Cash flow planning.
- Tax planning for business income windfall.
- Managing liquidity events.
- Employee benefits & retention
- Accelerated retirement savings strategies for owners.
- Employee benefits & retention.
- Key employee retention strategies.
- Retirement plans.
- Succession & exit planning.
- Post-exit planning.