Broker Check

the Business Owner

Business owners face many challenges and opportunities that make them great financial planning clients to work with. We come aside the small business owner and help review their corporate structure to see if any unnecessary risks are being taken or opportunities can be exploited. We also review any existing retirement plans to ensure they are the best fit and implement plans when necessary. Additionally, we review existing insurance policies to make sure you have proper protection in place. We recommend changes when necessary and help implement the insurance plan. We also help in succession planning or helping to prepare your business for sale. All this is done with your goals in mind, inside and outside the business. Here is a sample of the ways that we help business owners:

  • Gap analysis of current investments
  • Review of corporate structure
  • Review/implementation of proper retirement plan
  • Review/implementation of proper insurance
  • Consultation on shares issued
  • Business Valuation & succession planning