Services for Business Owners and the Self-Employed
Strategic planning for time-strapped small business owners to minimize taxes, mitigate risk, and achieve long-term financial success.
How I Help Business Owners
Many business owners face unique challenges such as tax overpayments, relying on their business as their only investment, poor separation of personal and business finances, insufficient retirement savings, and a lack of a succession plan. I offer strategies to help business owners overcome these challenges and build lasting wealth by:
Reducing taxes by optimizing salary, dividends, & business structure.
Helping you save for retirement with tax-advantaged accounts (Solo 401(k), SIMPLE IRA, SEP IRA).
Separating business & personal finances for better cash flow & organization.
Investing business profits to grow wealth outside your company.
Protecting the future with succession planning & insurance.
Nearing retirement? Explore my guide Exit Strategies & Succession Planning for Business Owners.
