Retrospect Volume V

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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

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