Financial Planning for Business Owners
As business owners ourselves, we understand the passion, commitment, and vision that are at the heart of every great business. We work with a number of local and regional businesses, providing a range of services from investing and cash management to benefits consulting to retirement plans. We also help business owners integrate business and personal planning in order to achieve the efficiencies that come from integrated tax and retirement planning.
Whether you are focused on growing your business or focused on a succession plan, we have the expertise and experience help, including:
- Creating the most effective structure for your business
- Providing cash management and investment managements services
- Working to protect the assets of the business and handle potential liabilities
- Consulting on employee benefits
- Implementing the right retirement plans - such as 401(k)s, pension plans, and Simple IRAs
- Consulting on lending and financing options and connecting you with providers
- Facilitating and consulting on the sale of your business—or acquisitions
- Making sure you are not overpaying taxes through tax optimization
