Broker Check

Small Business

Small Business

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

  • Reducing/deferring taxes
  • Maximizing retirement benefits
  • Managing risks, 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
    • 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, goals-based Financial Planning strategy, and
  • Reviewing the need of proper asset-protection (ex.: buy-sell agreement, life insurance and long-term care).

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