Small business owner planning

As a small business owner, your business finances and personal finances may overlap! The challenge is determining how to make them both work in sync. That’s where we come in. We work with small business owners to guide your business to help you in pursuing your personal financial goals.

Areas of focus:

Retirement Planning

We help you choose the right retirement plan for you and your business. We do this by understanding the needs of you and your employees, and finding a solution that fits your situation.

The type of retirement plan for you, may depend on:

• Business Goals
• Your ability to contribute
• Amount of employees
• Desire for employees to save for retirement
• Budget and Costs
• Tax Considerations
• Employee Education

Solutions we offer include:

• SEP IRA’s
• 401(k) plan solutions
• SIMPLE IRA’s
• Traditional and Roth IRA’s

Risk Management

Depending on the size and scope of your business, there’s a chance you are depended upon for a lot of decision making and revenue.

So what would happen to your business, if you couldn’t operate at your full capacity. We help you uncover the risks associated with your business, and ways to counteract these risks.

Solutions include:

• Life Insurance
• Disability Insurance
• Key Person insurance

Other Services:

• Selling your Business
• Cash flow management
• Investment planning

Your business should aid you in creating wealth and financial freedom. We can help you plan out your personal finances, while you focus on growing and working on your business.

Let us help!