Small business owners

As a small business owner, managing your business, supporting your family, planning for retirement can all be overwhelming. Amid the daily demands of running a small business, it’s common to overlook your personal finances. That’s where we step in. We specialize in crafting financial plans that support not only your business but you and your family as well.

Whether you seek assistance with optimizing cash flow, improving tax efficiency, or navigating the complexities of retirement and estate planning, we can be your trusted guide. We proactively work with your accountant and attorney to ensure everything aligns seamlessly with your small business and personal aspirations. We are committed to partnering with you on your journey to success, freeing you to concentrate on what you do best – running and growing your business.

Case Study: Let's consider hypothetical client Jim, a small business owner looking to create a financial plan. We would begin going through his current situation and help clarify his goals. We could then design a financial plan to not only help him personally but the business as well. If appropriate, we may recommend a Solo 401(k) plan and a Cash Balance plan. This would increase the amount he may be able to put away in retirement accounts when compared to his current plan he had been contributing to.

This is a hypothetical illustration and is not intended to reflect any actual outcome. This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.