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

Z

Business exit planning

+

Family wealth transfer

~

ASSET PROTECTION



PROACTIVE TAX CONSULTING

i

EDUCATION PLANNING



SOCIAL SECURITY PLANNING



INVESTMENT MANAGEMENT



Estate Planning



Charitable Giving Strategies



Insurance analysis

BUSINESS OWNER CASE STUDY 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.