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Business Owners & Their Families

Are you a small business owner?

  • Do you consider yourself a business owner or entrepreneur?
  • Are you a freelancer or earn 1099 income from your company?
  • Are you constantly looking to save money on taxes due to your earning potential?

These questions may seem obvious or even absurd, but many individuals overlook their status as business owners, despite fitting the criteria. From a financial planning standpoint, anyone who earns 1099 self-employment income without relying on a W2 salary and benefits is considered a small business owner. This includes independent contractors, freelance consultants, or even sole proprietors with or without employees. Although you may not realize it, you do fall into the category of a business owner. Best of all, you have tons of benefits that our experts can teach you more about.

Our Services Help You Answer The Following Questions

How much is my business worth?

What do I want “life after business” to look like?

Do I want to offer a retirement plan, or am I offering the most appropriate retirement plan, to my employees?

Am I overpaying in taxes?

How can I reduce my exposure to risk?

How much life insurance makes sense for me to have? Should I get term or permanent?

Do I need to reward my top employees with retention strategies?

How do I know if I am a good fit?

We deliver the greatest value when we focus on comprehensive planning that requires our expertise.

Our typical business owner clients are:

Our typical business owner clients are:

  • Earning 1099 income over $250,000
  • Have questions about solo 401k, SEP IRA's, Life Insurance, Disability Insurance etc.
  • Ready to align investments with their goals, investment time horizon, and stage of life

Sound Like You?

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