Financial planning and investment management for your unique situation
Financial planning and investment management for small business owners is a specialized area of practice. It requires an in-depth understanding and knowledge of small business owners’ unique financial challenges.
We work with small business owners and executives by helping them simplify the financial complexities of their lives, whatever their goals and career stages.
FINANCIAL PLANNING OPPORTUNITIES
As your personal CFO, we partner with you to create a personalized plan that adapts with you as your life and career advance and your business grows. A comprehensive financial plan that addresses your specific situation may include
- Income tax planning
- Investment management
- Retirement planning
- Nonqualified deferred compensation plans
- Business exit and business succession
- Financial statements
- Business Insurance planning
- Estate planning
- College planning for your loved ones
- Business practice planning and analysis
- Financial contract review
- Wealth management
- Business valuations
- Philanthropy and legacy planning
- Risk management
- Asset protection planning
- Debt management
- Employee group benefits planning
We're happy to discuss your particular retirement planning needs with you.
WHY FINANCIAL PLANNING FOR SMALL BUSINESS OWNERS IS DIFFERENT
Small business owners face unique challenges when it comes to their financial planning. Because of the responsibility to your family, vendors, employees, and stakeholders, you need professional advice that helps you navigate your personal financial and estate planning, helps you avoid liabilities and risk, helps you ensure you have what you need to retire comfortably, and helps you leave a legacy for others as you exit your business.
HELPING SMALL BUSINESS OWNERS LIVE MORE AND WORRY LESS
Applying our proprietary 3P Approach© to financial planning ensures we address all stages of a small business owner’s career, from its beginning, through mid-career challenges, and through retirement and even exiting your business. As your life unfolds, our 7 Pillars of Financial Success address each stage to help you secure the resources you need to be successful, get what you need from your business, leave a legacy for your family and others, and enjoy a comfortable retirement. With our experience in this niche market, we help small business owners put their financial lives together, so they can spend their time focusing on what matters most.
We also offer additional information on related topics in our financial planning guides and blog articles. With a dedicated team of professionals, we are always available to answer your questions. Please let us know how we can be of service to you.
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