Address Your Needs
A Holistic Plan That
Reflects Your Vision
Owning a closely held business brings special opportunities and challenges. As a result, your financial planning needs are distinct and require specialized attention. Some of the questions you may need to address include the following:
A Personalized Approach to Understanding You
We’ll work with you to develop investment and financial plans that are customized to meet your specific goals. We can help you with everything from succession and exit planning to investment strategies and estate planning.
We can help you consider all the critical factors when transitioning your business to a new owner. Working with your accountant and attorney, we can help you prepare to sell your business and support you throughout the transition in a meaningful way.
Business Exit Planning
Eventually, every business owner will exit from the business. We work with owners and their advisors to create plans that fulfill important retirement, investment, and estate objectives. Sound planning can help create greater net value from the sale of the business or help preserve a family-owned business for the next generation.
We’ll advise you on strategies that are consistent with your business and personal goals, time horizon, and comfort level for risk. When you decide to exit your business, we’ll help structure your investment strategies to target your income or asset growth needs.
As a business owner, your estate planning may need to address liquidity and credit risk, as well as other key issues related to the transfer of your business. Planning ahead can help protect your lifetime’s assets from loss due to mismanagement or taxes.
Log into Your Account
Use Investor360°® to access detailed account information and your monthly consolidated statements online.
Schedule a Consultation
Interested in learning more? Schedule a consultation to learn how we can help with all your financial needs.