Business Planning

Business goes beyond the books.

We work with businesses that are interested in not only wealth creation, but intentionally developing and appreciating their employees and communities. Our business clients are laser-focused on what they do best. We can partner with you to plan, review, implement, and monitor some of the most important benefits you have as a small business. Below are some of the areas of consideration for which we can help:

  • Business retirement plans (401k, Cash Balance, SIMPLE, SEP)
  • Business valuation guidance
  • Business succession planning
  • Stock option strategies
  • Executive benefits planning
  • Incentive stock options
  • Family business transition
  • Guide to insuring your business
  • Buy Sell agreements
  • Business Tax mitigation strategies

Build your abundance.

If you’re ready to live, save, and
invest with purpose, we can help.
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