Planning for business owners


Business owners and entrepreneurs do so much planning in their business that they often overlook financial planning in areas that affect their hard earned capital, such as:

  • wealth accumulation
  • avoidance of unnecessary tax burdens
  • wealth preservation
  • creditor protection
  • wealth distribution to themselves, their family, estate and charities
  • employee benefits and insurance

By constructing customized strategies we can develop a comprehensive financial plan that addresses your personal and business needs. Our expertise is to provide a tax effective approach to enhancing wealth and estate values for our clients. Business owners want to feel financially secure. Corporate Life or Disability Insurance can generate critical funding for buy-sell agreement of corporate shares, help hire a replacement for a disabled shareholder or reimburse certain business expenses.

Reviewing creditor protection strategy regularly can help business owners protect their personal assets against creditor claims.  We structure client’s financial affairs in such a way that their money stays in their pockets. Developing a retirement plan can help ensure business owners don’t rely too heavily on the sale of their business to fund their retirement.

Benefits to the employees can give small business owners a competitive edge and reduce a turnover and also attract the smart, successful professionals. Allow us to analyze your options or audit your existing plan, identifying and implementing the right choice for your business.

Financial advisor is an excellent source of ideas that will help ensure the productivity and profitability of your workplace. Contact us to find out how.