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Business Owners

Running a business can be all-consuming, leaving little time to plan for your financial future and that of your business. We are here to help you make sound financial decisions that benefit both dimensions of your life.

Tax Planning Strategies

Tax Planning Strategies

To the extent that individual and business have different marginal rates at different income level, you can work with your accounting professional to coordinate the taxation of business and professional income in a way that provides the greatest tax benefit to both the business and you the owner.

Optimizing Retirement Benefits

Optimizing Retirement Benefits

Selecting the right retirement plan to benefit both you and your employees can feel like a monumental task for any business owner. Not only are you taking on the fiduciary duties of acting in your employees’ best interest, but you’re becoming liable for their hard-earned retirement savings.

The good news? Our team of professionals are well-equipped to help you select and execute your company’s retirement plan.

Retirement Plans

  • 401k defined contribution
  • Defined benefit pension plans
  • Profit sharing plans
  • Cash balance pension plans
  • Sep IRA retirement plan
  • Vendor bench-marking

Plan Services

  • Plan design analysis
  • Investment policy creation
  • Investment analysis & selection
  • Fiduciary risk monitoring
  • Investment committee management
  • Plan fee and expenses disclosure
  • Vendor bench-marking

Participant Services

  • Educational enrollment meetings
  • Retirement readiness assessment
  • Customized participant education

Moderate Risk 

Review personal and professional insurance policies to ensure you and your business have adequate protection.

Life Insurance Strategies

  • Personal life insurance for income replacement
  • Business life insurance for continuity
  • Key man insurance
  • Buy sell insurance

Plan for Business Transition

Purchasing or selling a business is a major financial decision, one that frequently carries emotional implications. When it's your business, it becomes part of you who you are, adding to the already complex circumstances of these transactions. Special attention needs to be paid not only to the financial impact and structure but also the personal impact to you and your family. Plan ahead by assembling a team of qualified professionals to guide you through a thoughtful and well executed transition.

Transition Navigation

  • Assemble your team of advisors
  • Prepare your business
  • Contingency plans
  • Tax estate planning
  • Post-transition investment strategy
  • Prepare a personal/family financial plan

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