Irvine • Dallas • Houston

Business Owners

Meeting the Unique Financial Needs of Business Owners

As a business owner, you are looking after the best interests of your company and employees but you also need to look out for yourself. That is why we integrate your business and personal planning to come up with strategies that will mitigate your tax liability, maximize your retirement plan, and develop an exit strategy. 

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Strategies For Business Owners

employee benefit plans

Comprehensive Financial Planning

Do I really have enough?

Do I have any blind spots?

What if?

business finance

Employer Retirement Plans

401(k), Safe Harbor, Profit Sharing Plans

Cash Balance and Defined Benefit Plans

457 and 403(b) Plans

business planning

Business Succession Planning

Exit strategies

Advanced income and estate tax strategies

Legacy planning

Our simple process makes it easy to get started!

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Articulating Your Vision

Our financial planning process begins with us working together to articulate your vision of the future.

discovery of goals


Navigating the Risks

Your risk profile is a key component of appropriate asset allocation. We ask you to complete a risk tolerance questionnaire and establish your risk score.

financial plan


Creating a Legacy

Everyone has a vision of a personal legacy. We help you create a living legacy to carry out your vision.

You started a business to pursue your passion and freedom. We’ll help you grow and protect it.

Designing for Success

Let us focus on your retirement plan and financial planning so you can focus on your business.

Strength of Small Business Owners

Small business has always been an integral part of the U.S. economy and growth. There are over 30 million small businesses which account for 99% of all U.S. businesses. Small companies create 1.5 million jobs annually and account for 64% of new jobs created in the United States.