Like Small Business Owners, do you wonder:
We can help answer these questions. Schedule a complimentary meeting with us here.
We have extensive experience in helping Small Business Owners like you achieve success in your finances through:
Retirement Planning
Do you have enough money for retirement? A good retirement plan answers this question. You should have a plan that compares financial assets and retirement income to expected expenses and stress tests it against the impacts of bad investment markets, high inflation, and unexpected expenses. The results of your plan should leave you with the confidence that your retirement will be a success.
Income Planning
Once the paycheck/ profit distribution stops, your focus shifts from accumulating assets to generating income. You may have assets spread across many accounts. Creating a system for where you will generate income is paramount - And doing so in a tax efficient manner.
Tax Planning
Early in retirement, there is often a unique window for tax planning with long-term ramifications. There are three strategies I have seen small business owners utilize for a major tax advantage. Tax loss harvesting, 0% Capital Gains Tax, and Roth Conversions.
Investments
7 figure portfolios require careful attention to risk, liquidity, and purpose. Your portfolio should reflect both the complexity of your compensation and the long horizon of your wealth. The focus shifts from simple growth to balancing growth with stability and future income. We help you coordinate these and make sure your portfolio aligns with the goals that you have.
Estate Planning
Significant assets call for a clear plan that protects your family, reduces future taxes, and honors what you want your legacy to accomplish. Coordination across trusts, beneficiaries, and titling brings clarity and confidence.
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