Services / Business Owners
web of complexity
You have an intuitive feeling that your financial planning decisions may not get you to the destination because as a business owner it isn’t as simple as some other financial planners might have you believe.
You have more decisions to make than someone who doesn’t own a business and it isn’t easy to find a financial planner who can strategically pull all the advice being thrown at you from different “advice givers” such as your accountant, your banker, your insurance agent, your well-intended friend, and of course Google.
The conventional ideas of retirement may look very different for you then someone in a full time job, and it takes different thinking to navigate a plan and leverage your resources to live with flexibility in the future.
What factors influence planning for Business Owners?
Here are some factors that may influence the development of your planning:
Risk Tolerance Levels
Potential Philanthropic Desires
The saying ‘working smarter not harder’ applies to financial planning for business owners too. It doesn’t have to be so complicated, we can leverage your resources and be strategic about what to do with your money so that your finances are working for you.