Small Business Owners

Owning your own business can be exciting.  It can also be challenging.  It is not just running the business and getting product out the door that you need to be concerned with.  There is an entire financial side to effectively running a business that you need to be aware of.  A good financial advisor can help you with many aspects of the financial pieces needed to be successful.  We can answer questions related to the different types of retirement plans you may be considering offering your employees that are tax efficient and beneficial to both the employer and employee.  Look at one company we have worked with for over 15 years. 

  • The following case studies are hypothetical and are for illustrative purposes only. These studies do not represent actual clients but a hypothetical composite of various client experiences and issues.  These case studies do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted. Actual performance and results will vary.

"Should I reevaluate my current Retirement Plan?"

Jim and Janice are owners of a small predominantly family owned business...  

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