Small Business Owners

Tax Management Strategies: We assess your entire financial situation to find opportunities to be more tax efficient with dollars earned and invested.

Cash Flow Analysis: We work with you to determine current and future net cash flows to give you a full financial plan and help create a detailed strategy moving into the future.

Social Security Strategizing: With hundreds of ways to file for Socual Security, we look over your income needs to find opportunities to help maximize your Social Security benefits in retirement.

Key-Man Insurance Planning: We help determine the details of key'man insurance for your business to protect and provid continuation in the event that you or your business partners cannot adeqquately service your business.

Life Insurance and Long-Term Care Planning: Protecting what you've worked so hard to create is just as important as deciding where the funds should be allocated. We help you determine the need for disability and key-man insurance so you can feel more confident your business will be taken care of should something happen.

Business Retirement Plans: We work with you to help determine what retirement plans make the most sens for you and your employees. This includes educating and reviewing plan details on a regular basis to ensure goals remain accurate.

Buy/Sell Agreements: Business continuation is essential when you've workd hard to establish and grow your business. We help you determine how to keep your bueinss operating should something happen to one of the owners.

Exit Strategies: Leaving your business is sometimes harder than growing it, which is why we help create a sound exit strategy that makes sense from a financial and personal standpoint.

Investment Review: We will look over your current portfolio to ensure each investment is positioned to match your short- and long-term financial goals.

Charitable Planning: Giving back is one of the most improtant things we can do with our time and resources. We help you give back to the organizations of your choice in the most effective and tax-conscious ways.


Neither LPL Financial, nor its registered representatives, offer tax or legal advice. Always consult a qualified tax advisor for information as to how taxes may affect your particular situation.