Small Business Planning

At Sophia, we understand that as a small business owner, your needs are unique. From disability insurance to insuring the life of a business partner as part of a buy-sell agreement, we can help you reduce some of the risks that come with entrepreneurship. We can establish corporate investment accounts to help build your company’s net worth and work with your tax specialists to create unique tax efficient retirement scenarios. If your business has four or more employees, we can also develop, implement, and monitor pension and benefit plans that suit the need of your business partners and your employees.