Business Owner Planning
For business owners, the success of your business is an integral component of your financial health. So you need a customized, comprehensive plan that thoroughly and thoughtfully integrates your goals, both personally and professionally. We believe connecting the many facets of your personal and business life puts both in a better position for financial success.
What you may be thinking:
- What should my cash flow from my business to my personal life look like?
- How can I optimize the profitability of my business?
- What’s the best way to finance growth strategies for my business?
- How can I put a plan in place to effectively transition my business?
Our Approach
At Squire Wealth, our advisors are well-versed in the distinct planning needs of business owners, able and excited to help optimize your personal and professional finances. By gaining a deep understanding of your professional ambitions and taking stock of all of your resources, we work together to provide a well-informed, goal-oriented approach to planning elements, such as cash flow, tax minimization, debt optimization, retirement, health and work-life balance.
Our Business Owner Planning Conversations
- Key Person Insurance Evaluation
- Business Retirement Plan Review
- Business Continuity Planning
- Business Retirement Plan Establishment/Takeover
- Business Succession Planning
401(k) & Cash Balance Plans
We help business owners and their employees create and execute their retirement plans so that they can maintain their standard of living throughout retirement.