Customized guidance for business owners
We know that business owners have a lot on their mind. Who can help address all the financial concerns that come with running a business? Which company retirement plan is right for my business? Am I saving enough for my future? Do I have enough protection from liability? How do I get my money out of the business when it’s time to sell? Are there tax-advantaged strategies I could utilize to help my business as well as my family?
That’s where we can help. We understand the challenges business owners often face and have helped many new, growing and mature businesses succeed. Most important, we recognize your business is unique.
As a business owner, you know how much hard work and commitment it takes. It’s only natural you want someone with that same understanding when it comes to getting the advice and solutions necessary to take your business to the next level.
Working with you as a partner in your success, we’ll take the time to understand your goals and help you address a wide variety of needs, including asset protection, cash management, employee retention, insurance, financing, succession planning and, of course, your own retirement.
We can help you establish, manage and run a company retirement plan such as a 401(k), profit sharing, SEP or a SIMPLE IRA. We also have vast experience creating more sophisticated employer-sponsored plans, including profit sharing and defined benefit plans. These can provide added tax benefits and more substantial, meaningful savings than a traditional 401(k). Having the right plans in place can help you attract and retain quality employees, as well as help you plan and save for your own future.
In addition to our own experience and financial knowledge, we have access to all the resources of Raymond James, one of the country’s leading financial services firms. Best of all, you’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to growing your business.
Much good comes from small businesses. They employ about half of the workforce, and incubate new technologies and business methods. We can’t have a strong economy without successful small businesses. We are privileged to serve business owners.