Business Owners

Overview

As an owner of a business or professional private practice your financial plans and managing your assets can be very different from that of your employees and corporate executives.  We work with you and your assets to help you to continue to maximize building your wealth, help protect your assets, manage your tax planning and execute on your financial plans you have with your business and its future. 

Business Financial Planning

In a few simple steps and evaluating your financials and assets we will help you with:

• Identifying your current assets and accounts
• Ownership and valuations
• Succession planning and exist strategies
• Shareholder Buy-Sell agreements
• Cash flow management Savings and investments
• Retirement planning options, SEP IRA, 401(k), profit sharing plans
• Review Company retirement plan
• Evaluating and managing the risks
• Gifting strategies
• Future needs and goals
• Estate Planning