Small Business Owners

Business Owners

Our firm loves business owners! And we especially enjoy helping business owners with all aspects of business planning. Whether it’s advising clients on qualified retirement plans, retaining key employees or developing an exit strategy when it’s time for a life transition, our financial advisors excel in business planning.

If you have a family or private business, you soon realize your needs and goals are different from large, multi-faceted corporations. Our firm IS a privately-held business, and we have a special place in our heart for firms such as yours. We understand your needs and challenges as few providers do understand in today’s complex business landscape. Some of the services we offer to firms such as yours include:

  • Retirement plans, including 401ks, profit sharing, and defined benefit plans
  • Deferred and incentive compensation arrangements
  • Buy/sell funding arrangements
  • Generational wealth transfer planning
  • Key staff life and disability insurance
  • Asset management
  • Succession planning
  • Exit strategies

To get the process started, simply Contact Us and we’ll be in touch with you very soon!

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