Broker Check

Financial Planning for Business Owners

The field of finance has been the subject of much scientific research and data, and should be approached with the same level of discipline and thoughtfulness. Making the most of your earning years requires a plan for addressing many of the following issues. Please contact us and we can discuss these and other topics to help support you and your business.

Early Career Business Owner

  • Comprehensive financial plan (personal)
  • Debt consolidation planning / repayment strategies
  • Insurance planning (personal)
  • Business planning / planning for future business acquisitions
  • Investment / retirement planning

Mid-Career Business Owner

  • Comprehensive financial plan (personal and business)
  • Insurance planning (personal and business)
  • Key person / bonus planning
  • Tax strategies
  • Investment / retirement planning
  • Education planning – children, grandchildren
  • Early estate planning
  • Asset protection planning
  • Business benchmarking services

Late Career Business Owner

  • Comprehensive financial plan (personal and business)
  • Insurance planning (personal and business)
  • Key person / bonus planning
  • Tax strategies
  • Investment / retirement planning
  • Retirement income / distribution planning
  • Estate planning
  • Business valuation services
  • Succession / transition planning

Download our whitepaper: What Is Executive Compensation?

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