Financial Planning for Business Owners

Holistic planning for business owners is a dynamic, evolving process.  Our financial planning, investment, and tax experts help bring clarity to your goals, and identify issues, problems, and solutions that give you confidence in your ability to meet your goals.

In addition, to the recommendations provided in Pre-Retirement, Retirement, and Estate Plans, business owners require additional planning in connection with:

  • Acquisition of a business
  • An exit strategy for:
    • Selling the business
    • Succession planning

BWFA can create a custom plan that addresses these unique planning needs, allowing business owners to spend more time focusing on their biggest asset: their business.  Our plan will ensure that business owners acquire the assets from their business to provide a secure retirement.

Throughout the relationship, BWFA reviews the plan, making necessary adjustments as planning issues arise.  Our specialized review process gives business owners peace of mind, knowing they have the financial security they deserve.