Business Owners
Owning and operating a successful business today is challenging. In addition to expertly serving your clients, you are often called upon to handle human resources, compliance, public relations and advertising, and financial operations that detract from your ability to do what you do best. We can assist in enhancing your ability to attract and retain employees, plan for business succession, reduce risks associate with the illness or death of key employees, and managing cash reserves and investments.
Business success is directly linked to employee satisfaction, and today’s workers understand the importance of retirement savings plans, wellness programs, and other benefits as essential to their financial preservation. Attracting better-quality employees, keeping morale and productivity high, and retaining talented personnel makes your business stronger and better able to compete in the marketplace. We can help you identify and select a retirement plan that fits your needs and employee benefit programs that your employees want.
Planning for the future of your business requires addressing how operations would be affected by the untimely loss of a co-owner or an essential employee. By collaborating with your legal and accounting professionals, we support efforts to mitigate such risks through the development of buy-sell agreements and establishing business succession plans. Addressing such issues today can ensure the continuation of your business, no matter the contingency.
How a business manages its finances can also be critical to its long term success. Whether it is keeping liquid short term capital or building a longer term investment strategy, we can help clarify your options and build a coherent plan. In addition to traditional investments, our partnership with LPL Financial makes it possible to offer business owners cash and banking options on an institutional scale, including insured cash deposits, money market accounts, brokerage CDs and more.
