Helping business owners capitalize ontheir success

Lots of good things happen in small businesses. They employ about half of the workforce, and incubate new technologies and new business methods. We can’t have a strong economy without thriving businesses.

We have developed many loyal relationships with successful business owners, and understand their challenges and concerns. We know they spend long workdays focused on building their enterprises, leaving little time or energy for addressing their personal financial matters.

Fortunately, they recognize the value in having a trusted financial advisor who acts in their best interest, and is attuned to the details while also looking at the big picture.

Once you become our client, we’ll take the time to understand your business, goals and important needs, such as asset protection, cash flow management, tax planning, employee retention, insurance planning, financing, company retirement plans and business valuation.

As with most business owners, your personal wealth is intertwined with your company, and you need to have a solid plan for the eventual transfer of equity from the enterprise when you begin to consider divesting your business or retiring. We can help you have a sound business succession plan in place.

By relying on the trusted team at Siegel Financial Advisory Group, you can enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to your business.

The best time to plant a tree was 20 years ago;
the second best time is now.
– Chinese proverb

Contact Us

Want to know more about how we can help you? We’d love to hear from you.

3111 Camino Del Rio North, Suite 920 | San Diego, CA 92108 | Phone: 858.866.3550 | Fax: 619.462.2015 | Toll-Free: 877.752.6463 | Map and Directions

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Siegel Financial Advisory Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy

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