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Business Owners

Working from your business’ circumstances

We work to help you unlock what money means for your business. From comprehensive financial planning to personalized consulting, our team takes a strategic approach to help accomplish the things you want so your business can thrive.

We’re all on different financial journeys.
Where do you stand?

Starting from your business’s circumstances, we implement advanced strategy and planning, a customized service approach and time-tested processes so you can accomplish your business goals and take advantage of opportunities that come your way.

Who should hire a business financial professional?

A financial professional’s perspective can be useful for any business owner. It’s important to have the proper guidance available when making decisions about your business finances, especially those that contribute to long-term goals.

Can you help with succession planning?

Yes! Our team is here to help you at any stage of your business journey. From startup to growth to transition, our goal is to advise you in a way that will encourage you to live your best life and inspire a meaningful business model that lasts throughout generations.

How do I keep my personal and business expenses and taxes separate?

This is relatively simple, as long as you follow a few steps. Start by registering your business as a separate entity, and then you can open a business account and card. This will make it easier to keep your business and personal financial lives separate.

What opportunities do I have for investing?

There are pros and cons to any investments you might make. Some of the most popular investments for business owners include stocks, bonds, managed funds and annuities. Contact the office to set up a meeting about what options might work best for your business goals.

Our Services

Comprehensive business financial planning so you can focus on what’s important in your life and business.

A well-conceived plan aids in financial success. Whether you're looking to grow your money over time, implement benefits for your employees or preserve wealth for future generations, confidence comes from having a plan.

Business Succession Planning

We help business owners formulate plans to transfer control or management of your business after you retire, become disabled or if you unexpectedly die. Make sure you’re prepared to pass control of your business when the time comes.

Executive Compensation Planning

We provide guided advice on the variety of compensation packages used in today’s competitive marketplace to help you keep an edge on the competition. Top talent and superior performance deserve just rewards, so be sure you’re prepared to compensate your team accordingly.

Retirement Planning

We work diligently to help manage your path to the future with a full spectrum of retirement strategies to create the income you will need in retirement. Our planning goes beyond money to consider the life experiences that make it all worth it for you and those you love.

Tax Planning

Lots of business owners come in paying too much in taxes, or not knowing how to manage their personal and business tax strategies. We can help project your tax liability ahead of time and recommend tax minimization strategies that can reduce your current or future tax liabilities.

Risk Management

Ensure your business is protected if something happens to you with our disciplined approach to evaluating your coverage and insurance options. In addition to assessing the risks you face personally, we help you plan for the unexpected.

Charitable Planning & Giving

Take the steps to ensure your legacy impacts the lives of organizations or charities that are close to your heart. Make an enduring difference in the lives of others and ensure that your legacy of charity continues as your business does.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.