Business Owners

We help you take the long view.

We know you wear a lot of hats as a business owner. We’ll help you cover your important financial bases so you can focus on everything else.

You’re the expert at running your business. We’re the expert at helping you address the financial issues that are related to it.

Whether you’re just starting out or you’re thinking about winding down (or you’re somewhere in between), we help you consider ways to maximize savings, reduce taxes, and protect yourself from the unexpected.

  • There are several tax-advantaged ways for business owners to save excess money for retirement. SEP IRAs, 401(k) Plans, and Defined Benefit Plans are just a few of the options available (they’re also a great way to recruit and retain talented employees).

    We advise you on ways to maximize savings and tax efficiencies specific to your situation, and we’ll work closely with your tax advisor to ensure nothing falls through the cracks.

  • We help you consider financial risks to you and your business and how to guard against them. Health events causing you to be unable to work, business partners passing away or getting divorced, loss of a key employee – addressing these potential issues before they occur will help to ensure your long-term success and financial security.

  • Is your ownership interest in your business accounted for in your estate plan? Have you planned for how your business will pass to your intended heirs upon your death? Has your business grown in value significantly since you last updated your estate plan? We help you address these questions and more as we incorporate your specific business planning issues into our ongoing financial planning process.

  • Whether you plan to sell your business, transfer your business to family members, or simply slow down, we help you to evaluate your options and to have a plan in place for when the time comes.