Financial Planning for business owners

In addition to the recommendations provided in financial and retirement planning, as well as estate planning, business owners require additional advice in connection with:

  • Acquisition of a business
  • An exit strategy for:
    • Selling the business
    • Succession planning
  • Bonuses
  • Deferred Compensation
  • Supplemental Pensions
  • Restricted Stock Units
  • Stock options
  • Phantom Stock
  • Alternative Minimum Tax

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 from a qualified wealth management advisor.
Many employers offer financial planning services as a benefit to their employees. BWFA’s financial planning services start with an initial consultation to determine and prioritize the employee’s financial goals. Next, our team of fee-only financial planners, investment planners, and tax experts build an action plan to address the employee’s goals. Working together, our team of expert financial advisors will help your employees to:

  • Allocate their investment portfolios
  • Perform insurance analysis services
  • Address college education funding

Contact us at 410-461-3900 or emailus@bwfa.com to discuss financial planning services for your employees. We’ll come to your workplace on a day that works for you to help your employees secure their financial futures! We also offer in-house financial planning workshops  for those that find coming to us more convenient.