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A high percentage of our clients are successful small business owners. They understand the need of having a team of professionals around them to help guide them through the important decisions around their business and personal finances as they often overlap. 

As a business owner, you probably spend most of your time working in your business and it may feel difficult to step back and work on the business.  Our team has decades of experience working with business owner clients to help them accumulate their wealth, protect their business and family and in helping to develop an exit strategy when the time comes to sell the business or pass it on to the next generation.

Small businesses have a lot of the same goals and planning concerns as the Fortune 500 companies, but simply on a local level. It may be protecting the business with a properly funded Buy/Sell Plan, attracting and retaining key employees, or protecting the business against the loss of a key employee.

Our team believes in collaborating with your team of professionals to not only align your financial plans with your legal team, but also maximizing your investment plans to best leverage your tax planning with your team of accountants.

When it comes to retirement planning, each business is presented with a unique set of responsibilities and opportunities when it comes to the appropriate retirement plan design. In the new legislative environment, there is a Fiduciary responsibility placed on every business owner to provide a retirement plan to their employees that meets all the necessary compliance testing requirements.

Our team can collaborate with a business owner, their CPA and TPA’s to help design the best plan for each business that not only meets the plan requirements, but also works to help maximize the tax benefits for the owners. We can implement plans ranging from Simple IRAs, 401(k)'s, Profit Sharing Plans, and Defined Benefit Plans for businesses, as well as SEP IRA’s and Solo 401(k)’s for those self-employed individuals.

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