Business Owners

Areas of Expertise

    • Debt structure & financing optimization

    • Cash flow profitability strategies

    • Payroll management

    • Direct Indexing for Tax Benefits

    • Alternative & Non-Market Investments

    • Portfolio design & diversification

    • Directing income toward goals

    • Retirement plan selection & setup

    • Maximizing owner contributions with employee benefits

    • Ensuring compliance & cost efficiency of plans

    • Ensure business continuity for heirs & partners

    • Exit planning to minimize tax burden

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Frequently Asked Questions

  • Understanding what risks you have when a business partner passes away or becomes disabled can help you plan to offset those scenarios. Ensuring you family is taken care of and the business can continue operations will give you a better long-term perspective on your situation.

  • We help you select between a 401(k), SEP IRA, SIMPLE IRA, or defined benefit plan. The best one depends on your business size, goals, and whether you want to prioritize owner contributions or employee benefits.

  • While you stay busy running and growing your business, we stay busy realizing opportunities in your portfolio. Public and private market investments help to compliment your business success. Additionally, we also work with business owners to offset risk and allocate investments to other sectors outside of their business.

  • Wealth advisors look at the big picture, not just your annual tax bill. We work with business owners to integrate business strategy, personal financial planning, investment management, estate planning, and retirement income planning to help give peace of mind to your entire financial situation.