Broker Check

Small Business

Small Business

We build financial strategies intended to help business owners create wealth by focusing on:

  • Reducing/deferring taxes
  • Maximizing retirement benefits
  • Managing risks,
  • Estate Planning, and
  • Planning to transition their business

There are several areas of unique concerns that small business owners face regarding their retirement. 

  • Educating and reviewing which retirement plan works best for you and your company.
    • SEP IRA
    • Traditional IRA and ROTH IRA
    • 401(k)
    • Profit Sharing plan
    • Cash Compensation plan
    • LIRP - Life Insurance Retirement Plan, and
    • other Non-Qualified Retirement Plans.
  • Short-term cash, and treasury options,
  • Determining your eligibility for Social Security benefits,
  • Putting in place a personalized, holistic, Tax-Intelligent goals-based Financial Planning strategy, and
  • Reviewing the need of proper asset-protection (ex.: buy-sell agreement, life insurance and long-term care).
"Our Focus Is Your Family's Financial Legacy." 

"Our Focus Is Your Family's Financial Legacy." 

To schedule an appointment in Platte City, Missouri, North Kansas City, Atchison or Leavenworth, Kansas, feel free to give us a call at: (913) 379-8690

To schedule an appointment in Northern Arizona, give us a call at: (928) 443-7536

Have a Question?

Thank you!