Broker Check

Business Owner's Roadmap

Business Owners are focused on running the business.  The needs of the new business are often different than the needs of the more mature business.  Our proprietary Business Owner's process meets the owner where needed and helps them maximize their time, resources and hopefully their financial wealth.  Areas of need often include:

  • Benefit Planning
  • Succession Planning
  • Retirement Planning
  • Entity Structure

Are you exploring a Retirement Plan?  They are available for the self-employed or the small business owner. 

We can help you select and implement the plan that best suits your needs, the needs of your business, and the needs of your employees. 

Retirement Plans appropriate for the self-employed individual or a small business owner:        

  • Payroll deduction IRA plan
  • Simplified employee pension (SEP) plan
  • SIMPLE IRA plan
  • Profit Sharing plan
  • Individual 401(k) plan     

Retirement plans more appropriate for corporation

  • Payroll deduction IRA plan
  • 401(k) plan
  • Profit-sharing plan
  • Money purchase pension plan      
  • Age-weighted profit-sharing plan
  • Defined benefit plan
  • Employee stock ownership plan (ESOP)