Business Owners

You’ve faced challenges as a business owner — likely many of them — and yet, you’ve succeeded and thrived.

Your vision and tenacity drove you to put in the hard work that has been instrumental to your success.

Having the guidance and perspective of a seasoned, trusted professional gives your business an edge while helping you and your employees reach financial goals.

Those goals are important to you, and they’re important to us, so we offer business services to help you reach them.

The services we offer to business owners include retirement, estate, and financial planning. We also offer business succession planning, customized executive benefits creation (“Golden Handcuffs” for key employees, for example), help design Buy-Sell Agreements, create informal Buy-Sell Agreement Valuations, and more.

Below are just a few of the business services-related problems we’ve been able to solve for clients. Click the silver bar for each problem to learn more about how we can solve them.

Retirement Planning for Owners and Employees

Business owners need to plan for their retirement while also providing retirement benefits for their employees. We can design and implement retirement plans, such as 401(k)s or SEP IRAs, that benefit both the owner and the employees, ensuring long-term financial security for all.

Succession Planning

Ensuring a smooth transition of ownership is a significant concern for business owners. We can assist in developing a comprehensive succession plan that includes identifying potential successors, creating buy-sell agreements, and planning for the financial implications of the transition.

Risk Management and Insurance Planning

Business owners face various risks, from liability issues to business interruption. We can evaluate these risks and recommend appropriate insurance coverage, such as key person insurance or business interruption insurance, to protect the business and its owners from unforeseen events.

Interested in working with us?

If you’re interested in working with us, you may call and text us at (781) 237-0123, or scroll down a little and schedule an introductory appointment with a financial advisor by clicking on a date that works for you on the calendar.