BUSINESS OWNERS
SERVICES
Our advisors help business owners protect their interest in the business, diversify their wealth outside of the business, and create a long-term transition plan in the event they decide to retire. Some common services we offer are:
Financial Independence Analysis
Investment Management
Company retirement plan design
Business exit planning
Family wealth transfer
ASSET PROTECTION
PROACTIVE TAX CONSULTING
EDUCATION PLANNING
SOCIAL SECURITY PLANNING
INVESTMENT MANAGEMENT
Estate Planning
Charitable Giving Strategies
Insurance analysis
PERSONA EXAMPLE
Joe & Susan
Joe is the CEO of a successful business in the local area. He started the business 25 years ago and profits have increased substantially over the years. Joe’s son Mark is involved in the business and has expressed a desire to take over the CEO role someday. The other two children are not involved in the business. Joe doesn’t have plans to retire but is interested in
creating a plan that protects his business, allows him
to retire someday, and create a fair distribution plan for his children.
NEWS & MEDIA
Retirement Planning: Do I Really Have Enough Wealth to Retire?
By Michael Torney, CFP, J.D., LL.M. All of us reach an age at which our thoughts drift away from work and toward retirement. And for many of us,...
The Four Stages of a Bear Market
With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our...
FINANCIAL PLANNING FOR PHYSICIANS: HOW TO NAVIGATE TRAPS FROM SUDDEN INCREASES IN EARNING POWER
By Michael Torney, CFP, J.D., LL.M. Physicians encounter a variety of financial planning opportunities inherently unique to their profession. One of...
CONNECT
All rights reserved. | Disclosures | Privacy Policy | Terms of Use