As an entrepreneur or business owner, we appreciate that you embrace the experiences and responsibilities that come with owning your own business. More importantly, we understand that business owners face unique circumstances and challenges when it comes to planning for the future.
We provide comprehensive, custom financial planning services for business owners because your business is unique and deserves the same thoughtful analysis and planning that you provide to your customers and clients.
Your business requires a motivated team to execute your vision, which is why we’re prepared to assist you with planning and helping you offer relevant benefits and programs to your employees. This includes establishing and managing 401(k) plans, pension plans and profit-sharing programs to help you effectively compensate and incentivize your team.
We will guide you through the transition planning process by preparing you both financially and mentally for the changes that come with exiting a business. We will convene a team of experts to help assess the value of your business, source a buyer or make the necessary arrangements for intra-family succession.
We will provide you with custom executive compensation solutions such as cash balance pension planning, non-qualified deferred compensation plans, and other programs that consider prevailing economic circumstances to help maximize potential financial outcomes.
We work with you to maximize the financial and tax benefits available for you, your family and your business. We can also help you look at the big picture and ensure that both your personal and business financial affairs are aligned, so that you’re on the road to achieving your goals.
“Our job is to go above and beyond to assist clients with every aspect of financial planning. When doing something as important as preparing for the future, you shouldn’t have to go it alone. We’re dedicated to providing security, protecting your legacy and promoting your financial well-being.”
– Charles Sawyer, Jr. | Founder & President