A business financial advisor is a hired
professional specializing in retirement
planning, small business tax strategies, estate
planning, and succession planning. In
essence, a small business advisor acts as
another member of your team and a
strategic partner. As a small business owner,
you’re probably used to performing many
roles yourself and might wonder if you need a
financial advisor or if you can manage
everything on your own. Many of our clients
are business owners who benefit from
“handing over the reins” to certain tasks that
allow them to spend more time running their
businesses and in front of clients.
Do You Need a Financial Advisor
as a Business Owner?
As a business owner, you already have a lot on your plate, and your time in front of your
clients and customers is your most valuable commodity. But who keeps an eye on your
company’s finances? You might have a CPA or accountant to call on during tax time,
but hiring a holistic financial advisor with experience in business planning can help
your company reach the next level.
What is a Business Financial
Advisor and what do they do?
Financial Planning
Tax Strategies
Budgeting and Forecasting
Investment and Retirement
Planning
Estate Planning Guidance
Risk Management
Loan and Financing Guidance
Business Valuation
How we help clients as
business owners:
Managing Investments and Retirement Plans
As financial advisors with over 30 years of experience helping business owners, we will help you
create a personalized retirement strategy that is laser focused through a financial plan. We will
consider factors such as succession, future tax burdens, current savings, etc. We will help you
strike a balance between reinvesting in your business and securing your future.
RETROSPECT